How does inflation affect stock performance? Liz Ann Sonders offers investors a snapshot of the current markets and advice on how to anticipate future returns. If you’re worried about inflation, it may be time to rebalance your portfolio. Martin Roche looks into the right balance between fixed-income investments and equities. The best way to help your loved ones should you become incapacitated or pass away may be to establish a trust now. Schwab’s personal finance division summarizes six common varieties of them to consider.
Market Snapshot — Liz Ann Sonders of Schwab recently said inflation is, “clearly less transitory than what the Fed expected when it first added that word into its lexicon.” She notes that stocks actually performed better during rising inflation than during falling inflation if GDP growth was in its highest quartile of growth. Read more…
Worried About Inflation? Let’s Take A Trip Back To The Future — We haven’t had sizable, sustained inflation for some time, so it’s easy to forget its effect: Inflation is one of the biggest detractors of wealth creation (taxes is the other largest one). Martin Roche of Russell Investments explains how investors can do better at meeting their goals in an inflationary environment. Read more…
Selecting A Trust To Suit Your Needs — Saving for retirement is only one component of your financial plan. Just as important is establishing an estate plan to make loved ones aware of your wishes should you become incapacitated or pass away. There are six common varieties of trusts to suit your needs. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller