Sentences with phrase «on a fixed income in»

Living on a fixed income in retirement?

When living on a fixed income in retirement, it is very important to make sure that your income does not exceed expenses.

For these residents, living on a fixed income in New York City while owning a home and paying property taxes jeopardizes their ability to live out their golden years in dignity and comfort in the neighborhoods they contributed so much to.

On a fixed income in retirement, these things can generate enough income to keep you comfortable while also keeping your body and mind engaged.

An older person living on a fixed income in a retirement village?

Not exact matches

«It's always hard to know exactly where to put your money these days given how rates and spreads are so low, but on a relative basis we still think there's value in EM debt,» Matt Tucker, head of the iShares fixed income strategy team, said this week during a panel discussion at the Morningstar ETF Conference in Chicago.

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

More defensive securities, such as consumer staples, large caps and fixed income, perform the best on the way down, but they don't rise as fast in a recovery.

«Upward pressure on prices was weak in December, but we can expect price declines to narrow as the yen has weakened and this will eventually push up oil and gasoline prices,» said Shuji Tonouchi, senior fixed income strategist at Mitsubishi UFJ Morgan Stanley Securities.

With bond yields globally in the dumps, Singapore's wealth fund GIC is looking at unconventional sources for fixed income returns, Liew Tzu Mi, GIC's chief investment officer for fixed income, said on Thursday.

Robert Tipp, Prudential Fixed Income, and Sandy Villere, Villere & Co., weigh in on the sell - off in bonds.

«A trade war on steel and aluminum is going to help a small number of people and it's going to hurt a lot more and drive up prices, said Mary Ann Hurley, vice president, fixed income trading at D.A. Davidson in Seattle.

«It's on the way» to junk status, said Carlos Gribel, the head of fixed income at private investment bank Andbanc Brokerage in Miami, adding the bonds still have room to fall before becoming attractive to investors with an appetite for risk.

«This completely revised and expanded eighth edition contains 31 new chapters that bring you up to date on the latest products, analytical tools, methodologies, and strategies for identifying and capitalizing on the potential of the fixed income securities market in order to enhance returns.»

A surprising fixed - income alternative For years, retirees have been told that they must invest in bonds in order to preserve and make money on their capital.

More from Fixed Income Strategies: 60/40 stock - bond weight rule needs to go on a crash diet Here are some hidden tax benefits for seniors, caregivers If you're a fixed - income investor, here's what to invest in... and what to Fixed Income Strategies: 60/40 stock - bond weight rule needs to go on a crash diet Here are some hidden tax benefits for seniors, caregivers If you're a fixed - income investor, here's what to invest in... and what toIncome Strategies: 60/40 stock - bond weight rule needs to go on a crash diet Here are some hidden tax benefits for seniors, caregivers If you're a fixed - income investor, here's what to invest in... and what to fixed - income investor, here's what to invest in... and what toincome investor, here's what to invest in... and what to avoid

It all started on a seemingly normal drive, which saw Rieder — who's responsible for $ 1.8 trillion as BlackRock's chief investment officer of fixed income — fire up his trusty Waze app in an attempt to avoid the usual congestion.

Overall, Treasury yields, which influence the interest rates that borrowers pay on mortgages and other loans, have been «remarkably stable» given the Fed could raise rates against the backdrop of ongoing turmoil in global markets, said Kathy Jones, chief fixed income strategist at Schwab.

Visit a Trader Joe's early in the day, and there are senior citizens on fixed incomes shopping for bargains; on weekends and evenings a well - heeled crowd takes over.

With Russo, he runs a business that generated $ 5.3 billion in revenues in the first nine months of the year, putting it on a par with the fixed income, currencies, and commodities unit.

Together with Daffey, he runs a business that generated $ 5.3 billion in revenue in the first nine months of the year, putting it on a par with the fixed income, currencies, and commodities unit.

Business Insider reported on Monday that Deutsche Bank was cutting 75 staff in fixed income, while Morgan Stanley and Barclays have also recently cut staff.

«The broad expectation for the FOMC meeting is that they won't make a move on rates, but may move to a bit more hawkish with the language in its statement,» said Kevin Giddis, head of fixed income capital markets at Raymond James, in a note.

Read more on this in my Fixed Income Market Strategy publication.

A few people asked me to show similar charts on bonds, as many investors are wondering what the impact of a potential rise or sideways slog in rates could do to future returns in fixed income.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

We've created a new tab in the Fixed Income Analysis tool that can help you estimate the hypothetical impact of interest rate changes on the value of individual bonds and bond funds.

The Whitney called on the Higher Education and Not - for - Profit Financing Group, a boutique arm of Morgan Stanley's institutional Fixed - Income Division that specializes in helping cultural institutions tap capital markets.

Against this environment, our strategists remain bullish on equities and continue to favor emerging market currencies and, in the fixed income space, prefer local markets over external debt and maintain their higher - yielding yet better - quality bias.

The initial interest rate on a floating - rate security may be lower than that of a fixed - rate security of the same maturity because investors expect to receive additional income due to future increases in the floating security's underlying reference rate.

To that end, let's reflect on the forces that drove fixed income returns in 2017 and draw a few lessons from the experience that may help inform future investment decisions.

How legislators handle all these issues could have a direct impact on the bond market, says Tom DeMarco, CFA ®, a market strategist in Fidelity Capital Markets» fixed - income division.

If the Fed is successful in bending the curve downward with lower long - term rates, this will place extraordinary pressures on fixed - income investors and financial organizations.

The most obvious impact on emerging market fixed income and currencies may be felt in countries with direct trade or financial linkages with the UK, although we also expect the rest of EM to be affected via higher global risk - aversion.

Within fixed income, we suggest raising average credit quality, particularly focusing on investments in areas like high - grade corporate and municipal bonds.

We achieve this by focusing on equities and fixed income investments that trade in North America, and by sticking to our «Disciplined Dividend Growth» investing approach.

Why leave money in equities, and risk another year of lost opportunity, when fixed income securities seem to be on the road to higher (and less risky) returns?

It doesn't matter if you are a fixed income investor considering purchasing bonds issued by a company, an equity investor considering buying stock in a firm, a landlord contemplating leasing a property to an enterprise, a bank officer making a recommendation on a potential loan, or a vendor thinking about extending credit to a new customer, knowing how to calculate it in a few seconds can give you a powerful insight into the health of company.

For instance, consider an investor who is retired, living on a fixed income stream, who may have more expenses concentrated in health care (where costs are rapidly rising), and whose portfolio is conservatively positioned with 20 % in stocks and 80 % in bonds.

Colin Boese joined Leith Wheeler's Fixed Income team in July 2016 as an associate, focusing on high yield credit.

I don't plan on really leveraging traditional fixed income investments, so P2P fills that void for me in some way.

Roger Bayston, senior vice president, Franklin Templeton Fixed Income Group; Austin Trombley, vice president and data scientist, Franklin Templeton Fixed Income Group; and Anthony Hardy, research analyst with Franklin Equity Group, recently took part in a panel discussion on the topic.

The current yield on all fixed income securities — and specifically the general yield of the junk market — does not in any way price in liquidity risk (aka a «liquidity premium»).

Research shows implied forward interest rates provide information on expected term premiums in fixed income.

I mainly focused on growth with a little fixed income thrown in for diversification.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

-- The majority of 401 consultants support additional services in defined contribution retirement plans as participants rely more heavily on such funds when they retire, according to according to the 12th annual PIMCO Defined Contribution Consulting Support and Trends Survey published by PIMCO, one of the world» s premier fixed income investment managers..

John Mousseau, Executive Vice President and Director of Fixed Income at Cumberland Advisors in Sarasota, speaks more on the subject.

Once you have made your purchase, we encourage you to sign up for Fidelity's fixed income alerts to receive email notifications in the event one of your bond holdings is downgraded or placed on negative credit watch.

Tax reform and the budget agreement may place more upward pressure on domestic interest rates, which may lead to more volatility in fixed - income markets as well.