If income is what you’re after in this low-interest-rate environment, and you prefer to avoid the risk associated with stocks, one alternative source of income worth considering is debt. Bank debt, to be more specific. Today’s article highlights a fund that buys subordinate debt of community banks and which “provides monthly income, lower volatility and the prospect of some capital gains.” For more on this niche fund, CLICK HERE.
From the yield curve inversion (which has preceded every recession since the end of World War II) to the very high – and rising – levels of corporate debt and more, there are a number of warning signs flashing for the stock market. However, the author of today’s article suggests that “The most blatant warning that the stock market may be on the verge of a problem” is one that Wall Street is overlooking – and it has to do with the surprising nature of some of this year’s outperformers . For more, CLICK HERE.
When it comes to growth, there’s blink-and-you’ll-miss-it growth and then there’s serious, real-deal, long-term growth. Today’s article focuses on the latter, highlighting three stocks “primed for substantial long-term gains.” For these three stocks that top Wall Street analysts are bullish on — and their respective upside potential — CLICK HERE.
“While it should never be the driver of investment decisions one needs to always keep an eye on tax implications as they can have a significant impact on the final total returns”, notes the author of today’s article. So with the end of the year fast approaching, how can investors take advantage of the benefits of tax loss selling while also working around the restrictions of the “wash sale rule” that prohibits the purchase of a “substantially identical” stock within 30 days of a sale? For some strategies, CLICK HERE.
While earnings are declining, the author of today’s article points out an important fact about the decline: it’s being largely driven by companies that rely on foreign markets for the majority of their sales, while earnings of companies that generate the majority of their sales domestically are actually rising. As a result, he argues, “the overall earnings decline isn’t a sign of a recession—and it isn’t reason to sell out of stocks…In fact, now is a great time to buy—so long as you do so selectively.” He proceeds to highlight one particular sector that may be a wise selection right now – and a specific fund paying a safe 6.9% dividend. For more, CLICK HERE.
“The common perception is that over the past two years the broader stock market has surged upwards, with some indices making new record highs,” notes the author of today’s article. But he questions how true that perception is – and whether there have actually been better and safer alternatives for investors during this period late in the cycle. For this lesson on late cycle investing – including what investment has been the best performer by far since the beginning of 2018 – CLICK HERE.
Just when it looked (once again) like the U.S.-China trade war could be cooling, President Trump declared that the U.S. has not yet agreed to roll back tariffs as part of a phase one trade deal. So while the bad news is that negotiations towards a trade deal with China (and end of the trade war) may still have a ways to go, the author of today’s article notes “the good news is there are money-making stocks outside the influence of the trade war available to investors who are willing to do a little digging” – and she proceeds to highlight three such stocks to consider. For more, CLICK HERE.
When it comes to the biotechnology sector, the author of today’s article notes that it’s “an investment sector where you can become rich and it can be where you lose everything.” The key to maximizing your chances of achieving the former outcome (and minimizing your chances of falling victim to the latter outcome), he asserts, is knowing how to evaluate biotechnology investments – and he proceeds to outline how to do just that. For more, CLICK HERE.
If you were asked what factors drive long-term returns in the markets, your answer would probably include fundamentals such as earnings, interest rates and economic growth. However, the author of today’s article notes that “there are other variables at play that can move the markets over the long haul that many investors may be overlooking” – and he proceeds to outline “some of the most important trends in the asset management industry and how they’re impacting investors and the markets”. What are these trends – and are they benefiting or hurting individual investors? CLICK HERE.
While the S&P 500 Index is made up of 500 companies (and thus would seem to offer strong diversification), it is dominated by a handful of large-cap growth stocks. The Total Market Index, meanwhile, includes large-, mid-, small-, and micro-cap stocks. As a result, many see total market funds as a better, more diversified alternative to S&P 500 funds. In today’s article, however, the author shows why, in fact, total market funds are not that much better than S&P 500 funds – and outlines an alternative strategy to truly boost your diversification (and your returns). For more, CLICK HERE.