I want to talk about one thing today and that’s a certain kind of investment (2 actually), that for the better part of 15 years had been a dead end. I’m talking about CDs and short-term treasuries. These vehicles are not a part of our flexible strategies since they’re designed to be held until maturity and shouldn’t. be actively bought and sold. But when the Fed started to raise rates early last year, rates shot up for all kinds of fixed income investments which finally makes them attractive for a lot of investors and savers.
And right now, 1-year CDs and 1-year U.S. Government Treasuries have yields that are actually competitive with the long-term expected rates of return on stocks, real estate, and other asset classes. At Appleton Group, we’ve seen a LOT of interest – pun intended – in these intermediate-term investment vehicles, and so here are a couple of things you should know.
Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).
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