Protect Your Assets Market Briefing

Defensive Strategies for Rising Rate Environments

What strategies should you employ during rising interest rate environments? How can you reduce interest rate risk in your portfolio? Find out in this Protect Your Assets Market Briefing.

How Interest Rates and Bond Values Are Connected

Bonds can be more complicated than you think, especially when the Fed raises interest rates. What can happen to your bonds when interest rates go up? Find out in this Protect Your Assets Market Briefing.

The Three Es of Effective Investing with Dr. Daniel Crosby

Canadian research found that people who had a short-term relationship with an advisor had about twice as much money as the control group, and those with a long-term relationship with an advisor had 2.73 times the wealth as the control group. Dr. Daniel Crosby discusses the three Es of effective investing that can help investors evaluate their portfolios and make better decisions about their investments and finances overall. Working with a financial professional can help address all three Es. Find out why here.
 
Read more about the study referenced: ​​https://www.investec.com/en_gb/focus/coronavirus/daniel-crosby-how-covid-19-will-change-the-way-we-invest.html

Why the Average Investor Sees Lower Returns Than the Market Average with Dr. Daniel Crosby

Over the last 20 years, the market has returned an average of 8.25% annually, but the average investor has earned just 4% of that due to poor investment behavior. My guest, Dr. Daniel Crosby, is here to discuss that. Dr. Crosby is a psychologist and leading behavioral finance expert who helps organizations understand the intersection of the mind and the markets.
 
Here are the top four behaviors Daniel has identified as the primary tendencies people have can limit their market returns.

What Does the Fed’s Decision Mean for the Markets?

The Fed stated on Wednesday that they’re raising rates 50 basis points, or half a percent. Chairman Powell also stated that a 75-basis-point hike in the future wasn’t on the table and provided some optimistic commentary on inflation. This reveals a potential positive out there for stocks over the medium- and longer-term because if the Fed talks tough on inflation, yet they don't raise rates as much as feared, then we have a natural backing off of inflation. Hear more about the three headwinds on stocks and what else is working right now on this episode of the Protect Your Assets Market Briefing.

Markets Moved This Week

Stocks this week saw the biggest gain and the biggest one-day loss than we've seen for the entire year. What happened? Markets were shrugging off Chairman Powell’s commentary, pricing in a 75-basis-point raise hike—even though that’s not what Chairman Powell said. China’s PMI crashed and the markets didn’t like it. What should you make of last week? This week’s market briefing explains.

Biden’s Tax Plan

Taxes are going to go up, it is inevitable. However, what can you do to minimize the impact it has upon your retirement plans? Find out in this Protect Your Assets Market Briefing.

Are We Headed to a Recession?

Some people are worried that we might be heading into a recession in 2022. However, many indictors in our economy contradict that sentiment. What factors should you be paying attention to? Find out in this Protect Your Assets Market Briefing.

Steps to Take after Inheriting an IRA - Financial Literacy Series

Lets say you inherit an IRA? What do you need to do? Find out the steps you need to take depending on what kind of IRA in this Protect Your Assets Briefing.

Inheriting an IRA - Financial Literacy Series

If you are a child beneficiary and you inherit an IRA from your parents, are you able to take the payments over your lifetime? Find out the answer in this weeks Protect Your Assets Market Briefing.