Advisor Details
Firm: Saugatuck Financial
Yield Enhancement: Investing Short-Term Cash in T-Bills
Whether for taxes, a home down payment, or otherwise, investors may need to hold sizable amounts of cash at times. Throughout the 2010s, opportunities to earn any meaningful yield on that cash didn’t exist. As interest rates have risen throughout 2022, that has changed. Investing cash in short-term U.S. Treasuries (T-Bills) hasn’t been this attractive […]
Considerations for Investing Amid “Stagflation”
In 2021, U.S. investors experienced a phenomenon they hadn’t seen in 40 years: high inflation, which rose 9.1 percent, year-over-year in June. Uncharacteristically, this dramatic rise in prices came amid slowing economic growth. Data released in July confirmed the U.S. economy just experienced two consecutive quarters of negative GDP growth, which meets the technical definition […]
Should Investors Add Private Credit to Their Fixed Income?
Fixed income has long been the ballast in a diversified portfolio. While its returns have historically been lower than equities, investors benefit from fixed income’s stability and low correlation, relative to equity markets. Over the last 20 years specifically, fixed income exposure helped investors amidst a period of declining and record low interest rates. Following […]