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Forefront Wealth
by Kevin Kelly Portfolio Manager The credit dislocations experienced across investment grade bonds, high yield bonds, and preferreds have also dramatically impacted the mortgage market. The credit moves in the mortgage market been relatively extreme with the spread on 30-year mortgages (Fannie Mae) versus Treasuries nearly doubling from a 0.95% credit spread (on 2/19) to 1.80%...
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Investors cheered the government’s $2.2 trillion relief package last week. The S&P 500 climbed 17.8% from Monday through Thursday, although it did give back 3.4% on Friday when the deal actually passed the House. Investors recognized that, while the package will help brunt the blow, containing the virus will take longer than the few weeks...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 Given that many older Americans are at high risk for serious illness from the coronavirus, certain rules have been relaxed as a result to help Medicare beneficiaries manage throughout the crisis. It’s also an important time to pay close attention for scammers and elder fraud. Testing...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 The Coronavirus Aid, Relief and Economic Security Act, (CARES Act) of 2020 is a historic emergency relief program focused on keeping American Workers Paid, Assistance to Workers, Families and Businesses, Supporting America’s Healthcare System in the fight against the Coronavirus, and the Economic Stabilization of the...
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by Dr. JoAnne Feeney Portfolio Manager If you’d gone away for a silent meditation retreat last week, you’d have come back to find your portfolio little changed and would have remained fairly calm, but only until you turned on the news. The S&P 500 finished last week roughly flat, but the violent ride from Monday to...
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by Dr. JoAnne Feeney Portfolio Manager The news on the novel coronavirus continues to roil markets and we are getting more frequent questions as to the likely economic and market impact, and what, if anything, investors should do about it. As recent reports shifted from rising recoveries in China to new cases in Europe, Asia, and,...
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Behavioral finance warns of an investment tendency called “anchoring” and the arbitrary benchmarks of index investments. Read Forefront’s Amit Chopra’s thoughts on “anchoring” for index investors in this article.
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Read Forefront’s Amit Chopra’s comments on the impact that the Coronavirus is having on investments in the stock market. Learn how you can protect your retirement savings. Read the full article here.
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In the 20-year period ending 2018, six of the best days in the market occurred within two weeks of the ten worst days.* If you missed those six best days your annualized return for 20 years was 2.01%. If you stayed invested your annualized return was 5.62%.* This point emphasizes the importance of staying invested....
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By: Kevin Kelly – Portfolio Manager United States, the 10-year Treasury Bond yields less than 1.5% and the 30-year Treasury Bond provides less than 2.0%, a new all-time low. The average investment grade bond yield is the lowest in history at around 2.60%. The Japanese 10-year is negative 0.07% while the German 10-year yields are...
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Recent Posts

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