Don't Ignore Stocks: J.P. Morgan's Advice for Investors Amid Bond Frenzy
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
The SECURE Act 2.0 adds a plethora of new provisions expanding charitable donations and tax planning
The SECURE Act 2.0 adds a plethora of new provisions expanding charitable donations and tax planning
Long-term municipal bonds offer tax-free income and present a valuable opportunity for high-net-worth investors.
Long-term municipal bonds offer tax-free income and present a valuable opportunity for high-net-worth investors.
Fund flows into active ETFs underscore how popular the vehicle is for investors on both the retail and institutional fronts.
Fund flows into active ETFs underscore how popular the vehicle is for investors on both the retail and institutional fronts.
With their natural inflation protection, high yields and tax-free status, tobacco bonds could make for an interesting portfolio addition for investors.
With their natural inflation protection, high yields and tax-free status, tobacco bonds could make for an interesting portfolio addition for investors.
With their steady and guaranteed rates of return as well as the ability to provide income, fixed annuities are getting a good look from many investors.
With their steady and guaranteed rates of return as well as the ability to provide income, fixed annuities are getting a good look from many investors.
For many investors, opportunities can exist within those munis subjected to the AMT.
For many investors, opportunities can exist within those munis subjected to the AMT.
For investors looking for more, core-plus bond funds could be the answer. The flexibility of their managers allows them to customize and overcome the issues with the Agg index.
For investors looking for more, core-plus bond funds could be the answer. The flexibility of their managers allows them to customize and overcome the issues with the Agg index.
Active ETFs have quickly taken the investment world by storm. With their benefits and potentially better returns, more advisors and investors are using them. Capital Group’s suite is a prime example of that.
Active ETFs have quickly taken the investment world by storm. With their benefits and potentially better returns, more advisors and investors are using them. Capital Group’s suite is a prime example of that.
According to Goldman Sachs, this year could be the year of dividend growth.
According to Goldman Sachs, this year could be the year of dividend growth.
After last year’s rout and current pace of rate hikes, many analysts now predict that bonds are a big-time value, offering yields and return potential not seen in years.
After last year’s rout and current pace of rate hikes, many analysts now predict that bonds are a big-time value, offering yields and return potential not seen in years.
With rates of inflation and the main areas of retiree spending still running high, retired investors need to do something to keep their portfolios and income growing.
With rates of inflation and the main areas of retiree spending still running high, retired investors need to do something to keep their portfolios and income growing.
Closed-end funds are some of the biggest buyers of muni bonds, and right now, their discounts to net asset values (NAVs) are at some of the highest levels not seen in over a decade
Closed-end funds are some of the biggest buyers of muni bonds, and right now, their discounts to net asset values (NAVs) are at some of the highest levels not seen in over a decade
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