Tag Archives: federal reserve

A long winding road ahead for the Fed: Part 1 of 2

Regardless of which way interest rates head, are you and your clients prepared for the long haul? Brian Jacobsen, Ph.D., CFA, CFP®; Wayne Badorf, CFP®, CFS®; and Jon Lagerstedt begin the conversation in the first of a two-part series. Listen … Continue reading

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When rates rise: The advisor’s role

Will you be prepared to help your clients when interest rates rise? Brian Jacobsen, Ph.D., CFA, CFP®; Wayne Badorf, CFP®, CFS®; and Jon Lagerstedt address the topic. Listen to the podcast. Jon Lagerstedt: This week, we’re talking about the advisor’s … Continue reading

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The Fed is ready to get the party started, but not yet

The April meeting of the Federal Open Market Committee (FOMC) seems like ancient history. Since the meeting, the dollar has weakened relative to the euro, Treasury yields have moved higher, and additional economic data is pointing to a somewhat soft … Continue reading

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Introducing the Yellen put

Back in the 1980s and 1990s, the term Greenspan put was widely used as shorthand for a (presumed) Federal Reserve (Fed) strategy of easing in order to prevent a bear market in stocks. A put, as options investors know, gives … Continue reading

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Earnings don’t (yet) outweigh the Fed

I don’t believe that the stock market will go up forever. However, I don’t yet see what will make it go down now. The Federal Reserve (Fed) seems ready to raise interest rates but not until Fed officials are convinced … Continue reading

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FOMC minutes: Marching closer to liftoff

The minutes from the March 17–18 Federal Open Market Committee (FOMC) meeting showed a divided Federal Reserve (Fed). It seemed nearly unanimous that the labor market was doing well, but there was a lot of disagreement about the outlook for … Continue reading

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TIPS, Fed policy, and investment strategy

Summary: The low rise in inflation since this time last year is making the Federal Reserve’s (Fed’s) decision about raising rates more difficult. The current relatively narrow spreads in Treasury Inflation-Protected Securities (TIPS) compared with Treasury notes might not shed … Continue reading

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Connecting clients to the capital markets (podcast)

The Federal Reserve, oil, international investing, and the strength of the U.S. dollar—Dr. Brian Jacobsen connects clients to the capital markets with Wayne Badorf, CFP®, CFS®, and Jon Lagerstedt. Listen to the podcast. Wayne Badorf: Jon, we have a special … Continue reading

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Gold and looming interest-rate hikes

Today we have a guest post by Michael Bradshaw, CFA, portfolio manager with expertise in investing in gold, other precious metals, and gold-related stocks. U.S. investors in gold and other dollar-denominated commodities are accustomed to the effects a stronger or … Continue reading

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Yellen’s testimony hints at rate-hike timing

Federal Reserve (Fed) Chair Janet Yellen delivered the semiannual Monetary Policy Report to the Senate today (she’ll deliver it to the House tomorrow). When she delivered the report on February 27, 2014, it set off a sell-off in small-cap stocks, … Continue reading

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