Archive for March, 2022

LIBERATORE: SOCIAL IMPACT BONDS

March 25, 2022

SOCIAL IMPACT BONDS

Impact bond pioneer Steve Liberatore is excited about the new investment opportunities in what are called social bonds. He explains what they are and some of the projects they are financing.

Watch the related WEALTHTRACK episode.

ESG BOND PIONEER, STEVE LIBERATORE EXPLAINS THE NEW BOND ERA AND ESG’S ROLE IN IT

March 25, 2022

Part 1 of 2

The direction of inflation and interest rates are key to the performance of bond prices and they are in the midst of a massive change. The shift in direction has been most dramatic for inflation. After a decade of staying mostly below the Federal Reserve’s long-term 2% target, the Consumer Price Index recently soared nearly 8% year over year.

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BERNSTEIN: CLEAR-EYED INVESTING

March 18, 2022

Rich Bernstein explains how he stays focused on investing when the evil deeds of Russia’s Vladimir Putin and other bad actors dominate the headlines. 

Watch the related WEALTHTRACK episode.

HOW TO REPOSITION YOUR PORTFOLIO FOR A NEW HIGHER INFLATION ERA WITH TOP STRATEGIST RICH BERNSTEIN

March 18, 2022

The first interest rate increase by the Federal Reserve since 2018 happened this week, with the central bank planning six more of 25 basis points or one-quarter of a percent each this year. 

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JONATHAN CLEMENTS SAYS STAYING INVESTED IN STOCKS IS THE SANEST APPROACH IN TURBULENT MARKETS

March 4, 2022

Since the future is essentially unknowable, this week’s podcast guest focuses on what is knowable and controllable, mainly our own reactions. He is veteran personal finance journalist Jonathan Clements, a former colleague of mine at The Wall Street Journal who was its personal finance columnist for nearly 20 years. The author of several books including From Here to Financial Happiness and How to Think About Money, Clements is the Founder and Editor of HumbleDollar, a free weekly newsletter devoted to telling you “everything you need to know about money.”

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