Later this month, the Federal Reserve meets to mull the future of short-term interest rates. If the Fed proceeds as the market expects, short-term rates will trend lower well into 2020. Faced with the prospect of low short-term rates, many ...

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With April 15 just behind us, many investors consider using tax refunds to bolster retirement savings. Roth IRAs are a great way for many investors to grow their retirement nest egg free of tax implications. Unfortunately, the ability to contribute ...

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Major asset classes largely posted negative returns in 2018, save for one, oft forgotten asset class: cash. The S&P US T-Bill 0-3 Month Index posted returns of approximately 1.8% in 2018 (Source: Bloomberg), outpacing broad equity and bond indices. However, ...

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As yields on short-term, high quality securities fell to paltry levels over the last few years, investors scrambled to find safe, yield-generating investments for their portfolios. Keeping yields attractive typically required an investor to either extend duration or move down ...

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Roth IRAs are a great way for many investors to build tax-free retirement savings. Unfortunately, the ability to contribute directly to a Roth IRA is phased out for high-income earners. In 2018, the ability to contribute directly begins to phase ...

Tagged with: Christopher Raby Money Management

The paltry yields in the bond market have left many investors clamoring for more yield—and searching in nooks and crannies of the securities market to find it. Fortunately, opportunities to generate compelling returns with minimal risk still exist, if an ...

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With low current yields and the growing prospect of future Fed interest rate increases, bond investors are certainly in a precarious position. Investing in long-dated bonds is generally a source of yield — but long-dated bonds could be significantly harmed ...

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  Roth IRAs are a great way for many investors to build tax-free retirement savings. Unfortunately, the ability to contribute directly to a Roth IRA is phased out for high-income earners. In 2017, the ability to contribute directly begins to ...

Tagged with: Christopher Raby Money Management

As the prospect of higher interest rates looks like it’s getting pushed further and further into the future, finding value and yield in fixed-income assets is a challenging proposition. Because of the risk of rising rates, many yield-hungry investors have ...

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Special Purpose Acquisition Companies, once popular in the early 1990s only to fade away, have seen a recent reemergence in the financial markets. SPACs permit the investing public the opportunity to act like a private equity manager and speculate in ...

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With the markets as volatile as ever, many investors are looking to profit from bets on the future direction of the market. With the numerous leveraged ETFs on the market, investors can place bets, both long and short, with ease. ...

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In 2008, as turmoil brewed around the world and financial assets began to crumble, George Karpus found an investment that offered an unparalleled risk/reward profile. He believed so strongly, in fact, that he (and several Karpus’ employees) took out home ...

Tagged with: Christopher Raby Money Management