Negative interest rates may not translate into a negative return experience for investors. A fixed income strategy that considers currency hedging and different yield curves across the globe can position for positive expected returns versus a domestic-only strategy. "We've had positive total returns because when you think about the return of a bond, there's more than just the interest rate." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio … [Read more...] about Fixed Income FAQ: On Investing Amid Negative Interest Rates
Q3 2020 Market Update
Q3 2020 Market Review from Paul Ohanian, CFP® This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features a quarterly topic. Nothing on this website shall constitute or serve as an offer to sell products or services in any … [Read more...] about Q3 2020 Market Update
Q2 2020 Market Update
Q2 2020 Market Review from Paul Ohanian, CFP® This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the performance of globally diversified portfolios and features a quarterly topic. Nothing on this website shall constitute or serve as an offer to sell products or services in any … [Read more...] about Q2 2020 Market Update
Leading Labor Economist Professor Ed Lazear on COVID-19
Renowned labor economist Edward P. Lazear, an independent director on the boards of Dimensional's US Mutual funds, discusses what policymakers are monitoring with COVID-19, how monetary authorities are responding, and what the global recovery may look like. Prof. Lazear teaches at Stanford University's Graduate School of Business. As chairman of the Council of Economic Advisers under President George W. Bush from 2006 to 2009, he helped guide the US policy response to the financial … [Read more...] about Leading Labor Economist Professor Ed Lazear on COVID-19
In the News: Minding the Income Gap
Extra! Extra! Read All About ... Income! Scottsdale Wealth Planning CEO Paul Ohanian, CFP®, with SWP Guest Contributor and investment strategist Anthony Tanner, CFA, discuss the challenges faced by savers in this era of low (and ever lower) interest rates and where smart solutions may be found. Pick up a copy of the July 2016 issue of the Arizona Journal of Real Estate & Business on local newsstands, or read the full article online HERE. How do you address the INCOME GAP? Leave a … [Read more...] about In the News: Minding the Income Gap
When 9% CDs Roamed the Earth
By Anthony Tanner, CFA SWP Guest Contributor My first job on "the Street" was an unpaid internship at Dean Witter Reynolds during my senior year at St. Louis University. The year was 1983: The Dow had just crossed 1,200 points, the Prime Rate was 11.50%, and bank CD rates averaged 9%. Just let that sink in for a minute. 9% CDs! I remember it so well. It was my job to cold-call prospects for brokers with my script hawking 9% CDs: "Good evening, Mr. or Mrs. John Q. Public. I hope … [Read more...] about When 9% CDs Roamed the Earth