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Portfolio Discussions

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

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Diversified sources of income

With interest rates at historic lows and traditional fixed income failing to meet investors' income needs, diversifying across asset classes and internationally has never been more important.

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 below the rate of inflation.
Discussion Slides
Cash accounts
Interest rates and inflation
Yield alternatives: Domestic and global

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