by MoneyLetter | Jan 24, 2023 | Investment Strategies
The Federal Reserve hiked interest rates seven times in 2022 – with more to come in 2023 – and the fed funds rate now sits at 4.25% – 4.50%. Fed Open Market Committee (FOMC) participants see the terminal rate hitting approximately 5.1% by mid-2023, a result of...
by MoneyLetter | Dec 13, 2022 | Investment Strategies
As a MoneyLetter reader, we trust you recognize the importance of spending time organizing and planning your financial future. To help enhance your planning acumen, this article is about how to apply some of our financial planning process to your life. We believe that...
by MoneyLetter | Nov 29, 2022 | Investment Strategies
If you are concerned about the volatility in the stock market, but at the same time are concerned about what effect rising interest rates will have on the bond market, maybe you are looking for alternatives. Money markets and even CDs may not have attractive crediting...
by MoneyLetter | Nov 8, 2022 | Investment Strategies
It’s that time of the year. Leaves are falling, snow is on the mountain tops, and tax filling extension season (10/15) has passed just as investors and taxpayers have healed from last year’s tax bill. As planning begins for tax mitigation for the upcoming 2022 filing,...
by MoneyLetter | Sep 9, 2022 | Bonds, Investment Strategies, Mutual Funds & ETFs, Stocks
Balanced Funds Provide Portfolio Diversification A balanced fund is a type of hybrid fund which invests in two or more asset classes. Generally, balanced funds stick to a relatively fixed proportion of stocks and bonds but may also have a money fund component. Their...
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