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Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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Diversified sources of income

With interest rates at historic lows, investors should think about diversifying across asset classes and internationally to achieve higher income.

Economic Expansions and Recessions
Traditional "safe" sources of income are yielding a fraction of what they once did
 
  • The Fed has kept interest rates very low to stimulate the economy, resulting in historically low yields.
  • Eight years ago, the annual income from a $100,000 6-month CD was roughly $5,000. Today, it is a small fraction of that, with yields well below the rate of inflation.
Discussion Slides
Cash Accounts
Interest Rates and Inflation
Yield Alternatives: Domestic and Global

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