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CIP Quips

Rates & Retirement – A Power Struggle

What's in the News: In a recent NASDAQ article, a 59 year old man preparing for retirement remarked, “It's absolutely ridiculous how hard it is to generate income”. While we all continue to wait for higher interest rates, baby boomers and older retirees are thirsting for yield after spending roughly a decade waiting for a meaningful increase.... Read more »

Inflation Hesitation

What's in the News: You may have noticed that the yield curve has been flattening over the past few weeks, with the spread between the two-year Treasury yield and the 10-year treasury yield narrowing to a mere 56 basis points. Flattening of the curve often signals concerns about economic growth, and when the curve dips below or inverts it can... Read more »

Janky Junk

What's in the News: In November, several high yield, non-investment grade “junk bonds” declined, causing concern about the high yield bond market. Consequently, ETF’s that buy high yield bonds have seen price declines, for example, iShares iBoxx High Yield Corporate Bond ETF (HYG) had a six day decline, and SPDR Bloomberg Barclays High Yield... Read more »

Low-lapalooza

What's in the News: Last week was a busy week for the fixed income markets. Federal Reserve policy makers chose to keep interest rates unchanged. The Fed believes that the economy is growing at a “solid rate”, however, core inflation remains below their target of 2% and expected labor market conditions gave them pause. Before jetting off to... Read more »

Only One Can Win

What's in the News: As we prepare for the President to possibly replace Janet Yellen as Federal Reserve Chair in February, the fixed income markets have been reacting as possible front runners for the seat have been announced. Earlier this month the market was rattled by the news that John Taylor was allegedly the front runner for the position,... Read more »

Aspire to Retire?

Did you know… Even with the best of intentions, setbacks like a market crash, healthcare costs, a job loss, divorce, illness, or long-term care, can set your retirement savings back, which is why financial professionals advise clients to maximize retirement investments when they can. However, only 1/3 of Americans who have access to a 401(k)... Read more »

Rate Stalemate

What’s in the News: As expected, the Fed left its benchmark interest rate unchanged at its September 20th meeting. The Fed indicated that it remains on pace to raise short-term rates later this year, signaling one more rate hike in 2017, three in 2018, two in 2019 and one in 2020. However, a more gradual pace of rate increases is a real... Read more »

Running out of Patience

What’s in the News: Last Thursday, the 10 year Treasury note hit 2.03%, its lowest point of the year. With Fall just around the corner, we are reminded that the Fed is supposed to be on a path of normalizing interest rates, a fact difficult to grasp since the 10 year US Treasury note is at the same level it was in November of last year. While US... Read more »

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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