For investors wondering what might cause the next correction after Thursday’s market decline, Russ outlines the risks that keep him up at night.
4 Ideas for Today’s Low Inflation Environment
One silver lining of the weak US recovery: Inflation isn’t likely to be a problem for at least another 12 to 18 months. So what are the implications for investors? Russ explains.
POV: How the Fed will End QE
It has taken the Fed nearly five years to build up the size of its balance sheet through its quantitative easing program, so ending the stimulus is not going to be simple. Russ explains why it’s likely to be a slow process involving three distinct steps.
POV: Time to Abandon Bonds?
While Warren Buffett has said that bonds are a “terrible” investment at the moment, Russ Koesterich, our chief investment strategist, takes a different view than the Oracle of Omaha. In this short video, he explains why investors shouldn’t abandon their fixed income holdings.
Time to Skip the TIPS? 4 ETF Strategies for Every Inflation Outlook
A negative yield has been causing investors to shy away from treasury inflation protected securities (TIPS), but does that mean that worries about inflation are nonexistent? Matt Tucker offers ETF strategies to suit every outlook.
Why Reinhart & Rogoff Still Matter
Despite Reinhart and Rogoff’s methodology mistakes, their widely cited paper’s basic conclusion still holds. Russ K warns that both policy makers and investors ignore it at their own peril.
Slow US Growth Won’t Stall Stocks
Last Friday’s jobs report confirmed that while the labor market is improving, it’s going to continue to be a slow recovery. But this doesn’t mean that stocks can’t advance further. Russ explains.
3 Lessons from the Reinhart-Rogoff Affair
A spreadsheet error found in an influential academic paper by Harvard economists Carmen Reinhart and Kenneth Rogoff has ignited a media firestorm and called into question fiscal austerity policies. But beyond the nonstop debate and late night comedy jokes about the mistake, what lessons can investors learn from the Reinhart-Rogoff affair? Dan Morillo has three.
7 Essential Habits of Highly Confident Retirees (Video)
What did confident retirees do during their working careers to build their retirement savings? Chip breaks down their 7 Essential Habits in this brief, lively animated video. As always, the “secret” to a successful retirement is controlling what you can control: your savings habits.
POV: Getting Defensive For A Springtime Swoon (Video)
As sequester-related furloughs kick in across a number of federal agencies, investors are being reminded that the US economy likely won’t escape unscathed from these government-imposed spending cuts. Russ K explains what this means and how investors can prepare a portfolio for a slowing economy and springtime swoon.
