Investments
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The Era of Higher Savings and Bond Rates Continues; Make Moves with Your Cash Now
Americans keeping their money in savings accounts in commercial banks are losing a lot of potential earnings amidst surging returns on bonds and other savings vehicles, write Oyin Adedoyin and Ashlea Ebeling for The Wall Street Journal. Many people have already taken advantage of the era of higher savings and bond rates ushered in by…
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This Tax Break Could Help Many Couples Increase Their Retirement Savings
A spousal IRA is a tax break offered by the Internal Revenue Service that can help many married couples increase their retirement savings, writes Lori Ioannou for The Wall Street Journal. Spousal individual retirement accounts make it possible for a working spouse to contribute to the retirement savings of their non-working or low-earning spouse. These…
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Treasury Yield Curve, One of Wall Street’s Favorite Recession Indicators, Seems Broken
The Treasury yield curve is one of Wall Street’s favorite recession indicators, but it seems to be broken, write Sam Goldfarb and Peter Santilli for The Wall Street Journal. Investors have long taken an anomaly known as an inverted yield curve, where yields on short-term Treasurys are higher than those of longer-term government debt, as…
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Risky Bonds May Not Be So Risky Anymore
Risky bonds are now joining the rally of everything, as the premium that investors are demanding so they could hold debt from sub-investment-grade companies instead of the much-safer Treasurys has dropped to near pandemic-era lows, writes Vicky Ge Huang for The Wall Street Journal. The rally shows that worries about an economic slowdown that would…
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Investors Enjoying Almost Picture-Perfect Investing Environment
Investors are currently striking gold in nearly every market amidst an almost picture-perfect investing environment that boasts resilient corporate profits, low unemployment, and easing inflation, write Gregory Zuckerman and Gunjan Banerji for The Wall Street Journal. Last Thursday, the Dow Jones Industrial Average managed to cross the 40000 mark for the first time. Almost everything…
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Thrill-Seeking Investors Flocking to Single-Stock ETFs
Investors who are looking to ratchet up the risk are turning to single-stock exchange-traded funds, a relatively recent product that focuses on amplifying the return of one stock by using borrowed money or derivative contracts, writes Jack Pitcher for The Wall Street Journal. For example, if investors are not satisfied with the 80 percent year-to-date…
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One of Wall Street’s Oldest Adages, ‘Sell in May and Go Away,’ Remains Valid … but Not as Much as Before
“Sell in May and go away,” one of Wall Street’s oldest adages, implies it is in the best interest of investors to sell their stocks at the start of May and come back to the market at the beginning of November. The adage is still valid, but not as much as before, writes Derek Horstmeyer…
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Giant Funds Are Taking over Wall Street
Giant funds are taking over the financial system, with top firms now controlling amounts that rival the economies of many large countries, writes Matt Wirz for The Wall Street Journal. Asset managers are entering new business areas and blurring the lines of who does what on Wall Street. In the process, they are nudging the…
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Citadel Credit Union to Host Webinar on Tax Planning Throughout the Wealth Cycle on May 8
Citadel Credit Union will host a webinar, entitled “The Tax Journey: Accumulation to Wealth Transfer,” on Wednesday, May 8 from 12-1 PM. Seth Borders, Senior Financial Advisor, will discuss: A Certified Financial Planner with more than 10 years in the industry, Borders works one-on-one with Citadel members and the local community to design and implement…
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Investors’ Concerns About America’s Bonds Intensify
Following a string of weak auctions for U.S. Treasurys, investors are becoming increasingly concerned that the market will not be able to absorb an incoming influx of government debt, writes Eric Wallerstein for The Wall Street Journal. A hotter-than-expected inflation report triggered a selloff that worsened last week, following weak demand for a $39 billion…
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First Quarter Brings Hope for Private-Equity Exits
While the number of private-equity exits is still stunted compared to a couple of years ago, first-quarter activity has shown some hints of improvement, writes Maria Armental for The Wall Street Journal. Thanks to The Home Depot’s soon-to-be-completed acquisition of building-materials supplier SRS Distribution, the overall value of U.S. private-equity exits rose to $62.77 billion…
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‘A Major Narrative Change’: Exxon’s Surge Points to Market Shift Not to Be Ignored by Investors
Exxon Mobil’s surge throughout the year put the oil company on par with the leading tech stocks, pointing to an important shift in the market that should not be ignored by investors, in case the narrative changes again, writes James Mackintosh for The Wall Street Journal. When compared to the four top tech stocks, Exxon…
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Your Second Home Can Turn into a Tax Trap; Here’s How to Avoid It
While owning homes in several states is becoming more common, especially since the pandemic, it is important to be careful not to break state tax laws, writes Cheryl Winokur Munk for The Wall Street Journal. People often buy their second home in a lower-tax state with the intent of living there and saving on taxes.…
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Du Pont Family Member and Venture Capital Entrepreneur Hints Future Innovation at Longwood Gardens
A du Pont family entrepreneur is telling The Philadelphia Inquirer that people can expect to hear more about products and investments coming from Kennett Square’s esteemed Longwood Gardens, writes Joseph DiStefano for The Philadelphia Inquirer. Ben du Pont, the most prominent living family member, is using his venture capital fund Chartline Capital Partners to invest…
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Invest in Real Estate Without the Heavy Lifting Associated with Property Development, Renovation
There are plenty of ways to invest in real estate without having to deal with the complexities and heavy lifting that come with property development and renovation, according to MoneyWise. Fully managed residential real estate Do you trust the markets to take care of your future? In today’s economic environment, having options besides public stock,…
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Research Suggests Fees and Intermediaries Eat Up as Much as Half the Returns on Investments
The investing business is fueled by fees and intermediaries — mutual funds and stockbrokers — that can eat up as much as half of the wealth that could be achieved in a certain period, writes Jason Zweig for The Wall Street Journal. When you invest, there are always associated costs that can kill the returns.…
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‘Holding a Dollar in a Token Is Amazing’: Financial Firms Start Betting on Crypto
After years of hovering around the border of the world of cryptocurrencies, major financial firms now seem ready to fully embrace the crypto subculture, writes Alexander Osipovich for The Wall Street Journal. Last month, Larry Fink, chief executive of BlackRock, the largest asset manager in the world, said that he was a big believer in…
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How One School Traded Its Way to the Top of the University Endowment Performance Rankings
Led by a former trader, Baylor University managed to outperform the Ivy League and climb to the top of the university endowment performance rankings, writes Juliet Chung for The Wall Street Journal. Many universities distribute their funds across various assets and make periodic adjustments. Baylor, however, takes advantage of market moves frequently to either boost…
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