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Top related persons:
Kyle Newell - 1 Newell - 1 Ashton Lawrence - 1
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Orlando , Florida Greenville , South Carolina
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Newell Wealth Management - 1 Mariner Wealth Advisors - 1

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3 mentions found


☆ How to shift your bond portfolio as the Fed pauses interest rate hikes
  + stars: | 2023-06-14 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
Couple talking to financial advisor at home Fg Trade | E+ | Getty ImagesConsider when to increase bond durationWhile it's difficult to predict future interest rate cuts, Kyle Newell, a certified financial planner and owner of Newell Wealth Management in Orlando, Florida, said he has started shifting bond allocations. When building a bond portfolio, advisors consider so-called duration, which measures a bond's sensitivity to interest rate changes. watch nowAs interest rates rose in 2022, many advisors opted for shorter-duration bonds to protect portfolios from interest rate risk. But allocations may shift, depending on future Fed policy. Look for 'areas of opportunity'As policy shifts, advisors are also looking for ways to optimize allocations amid continued economic uncertainty.
Persons: Kyle Newell, Newell, Ashton Lawrence Organizations: Newell Wealth Management, Mariner Wealth Advisors Locations: Orlando , Florida, Greenville , South Carolina
☆ How to shift your bond portfolio as the Fed weighs a pause on rate hikes
  + stars: | 2023-05-03 | by ( Kate Dore | Cfp | Andrew Graham | ) www.cnbc.com   time to read: +2 min
In its continued battle with inflation, the central bank on Wednesday announced another quarter percentage point interest rate increase. The latest rate increase comes after annual inflation eased to 5% in March, down from 6% in February, according to the U.S. Bureau of Labor Statistics. When building a bond portfolio, advisors consider so-called duration, which measures a bond's sensitivity to interest rate changes. I don't see us moving much higher from an interest rate perspective, so that should be good for bonds moving forward. But it may take another six months to see the results from the Fed's series of interest rate hikes, he said.
☆ Some millennials and Gen Zers are closing investing accounts over inflation. Here's why that may lead to regrets
  + stars: | 2022-09-20 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
Others may have reacted emotionally due to stock market volatility, especially younger investors with less experience. Kyle Newell Owner of Newell Wealth ManagementBut cashing out an investment account may lead to regrets. Many millennials and Gen Zers who invested over the past year have regrets, according to a recent study from MagnifyMoney. Some 23% of millennials and 15% of Gen Zers wished they had invested more, the survey found, and roughly 15% of each group regrets selling an investment. High inflation, stock market volatility and geopolitical conflict have all happened before, Newell said, and those factors shouldn't stop you from investing.
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