It’s easy to get swept up in how stocks, bonds, or your portfolio performed today, this month, or this year, and that’s especially true during market upheavals. But a longer-term view is required to a...
Tag: The Big Q
Mortgage Rates Are Soaring. What Financial Pros Say Clients Should Do.
The low-rate mortgage boat has sailed. According to Freddie Mac, the average interest rate on a 30-year fixed-rate home loan is now 6.7%, more than double the 3.01% rate from this time last year. That...
Dreaming of a Big Inheritance? Don’t Count On It, Financial Advisors Say
Separating fact from fantasy is one of the most valuable services that financial planners can provide to their clients. And a common financial fantasy is that our parents will leave us a sizable inher...
Stock Market Recovery: Real Deal or Head Fake?
In a mere one month’s time, both the S&P 500 index and the Nasdaq Composite are up nearly 20%. But the brutal first half of 2022 is fresh on investors’ minds, and plenty of market headwinds remain...
Yields Are Rising. Advisors Weigh In on Where to Stash Cash.
Is cash no longer trash? After years of yielding next to nothing, short-term bond investments are suddenly delivering yields large enough to detect with the naked eye. That doesn’t mean beleaguered in...