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Comments on Interest Rates and the Yield Curve

Comments on Interest Rates and the Yield Curve

by newcente | Feb 1, 2019 | Blog, Business Planning, Fixed Income Markets, In The News, Uncategorized, What's New

February 1, 2019. By J.D. Wolfsberg: With a volatile interest rate environment, the yield curve is often the topic of discussion in the business media. However, this topic and its implications are not always fully understood by the general public. In short, the yield...
Market Commentary: Outlook and Review

Market Commentary: Outlook and Review

by newcente | Jan 9, 2019 | Blog, Business Planning, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
Portfolio Commentary: Performance Benchmarking

Portfolio Commentary: Performance Benchmarking

by newcente | Jul 25, 2018 | Blog, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
Market Commentary: Outlook and Review

Yields on Money Market Funds are Moving Up-Finally

by newcente | Jul 17, 2018 | Blog, Financial Planning, Fixed Income Markets, In The News, Tax Planning, Uncategorized, What's New

July 17, 2018. By John Wolfsberg: It wasn’t too long ago that yields on most money market funds were essentially zero. In fact, had most mutual funds levied their full management fee on these types of funds the yield would have been negative! When the financial crisis...
The Rising Popularity of Peer-to-Peer Lending

The Rising Popularity of Peer-to-Peer Lending

by newcente | Apr 5, 2018 | Blog, Business Planning, Financial Planning, Fixed Income Markets, Uncategorized, What's New

April 5, 2018. By R. Anthony Norris:  Peer-to-peer lending (“P2P”) is a method for borrowing and lending money without a traditional financial institution. P2P lending platforms match borrowers with investors using modern technology and big data oftentimes reducing...
Portfolio Commentary: Performance Benchmarking

Interest Rates Moving Higher? Not So Fast.

by newcente | May 23, 2017 | Blog, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

May 23, 2017. By John Wolfsberg: Expectations for higher interest rates increased almost immediately with the election of Donald Trump as our 45th U.S. President. Much of President Trump’s campaign platform focused on major growth initiatives that many felt would...
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