Read all of the latest articles and insights from the Confluent team. Our team covers a wide variety of topics that impact the financial world and more importantly the outlook and effect current events have on our client’s investments.
The Evolution of College Savings Written by: Yogesh Prasad, CFA, CAIA 529 Plans and the New Roth IRA Rollover Option For over a generation, 529
If you have been playing it safe with your savings over the past couple of years, you have your money in something like Treasury Bills (T-bills). And for good reason—they have been offering decent returns with minimal risk. However, things are changing. The Federal Reserve is talking about lowering interest rates, and that could affect how much your T-bills are earning.
In today’s financial landscape, many investors face a common dilemma: how to make their cash work harder without compromising safety. Traditional options like savings accounts, money market funds, and CDs often fall short, offering minimal returns that barely keep pace with inflation. But what if there was a way to potentially boost your cash yield while still maintaining principal protection?
As we navigate the complex economic terrain of August 2024, Confluent Asset Management remains committed to providing you with actionable insights to optimize your investment strategy. Our analysis reveals a nuanced picture with significant implications for your financial future.
With the 2024 U.S. presidential election fast approaching, many voters are focused on which candidate can best deliver financial relief and economic stability. Vice President Kamala Harris and her running mate, Minnesota Governor Tim Walz, are proposing a range of policies aimed at addressing inflation, supporting working families, and promoting economic growth. Here is a closer look at their economic agenda
Discover how interest rate cuts by central banks, like the Federal Reserve, can impact your investment portfolio and optimize your returns. Learn the implications of rate changes and how to strategically position your portfolio in response. Explore expert insights on sectors that perform well in a low-interest environment, such as growth stocks, real estate investment trusts (REITs), and small-cap stocks. Uncover the benefits of active portfolio management and gain valuable insights from case studies during past rate cut cycles. Don’t miss out on the opportunities presented by a low-interest-rate environment – read more now!
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