In this episode: Ryan and Sam talk equity market highs, interest rates, gold, real estate, and, of course, some March Madness basketball.
Ryan Culpepper, Senior Vice President - Investment Officer and PIM portfolio manager of the 282 Group of Wells Fargo Advisors.
Sam Pennell, Senior Vice President-Investment Officer and PIM Portfolio Manager of the 282 Group of Wells Fargo Advisors.
Contact us at704.571.7173 jane.m.nicolas@wfa.com or https://fa.wellsfargoadvisors.com/the-282-group/
Opinions expressed in this report are those of the author(s) and are not necessarily those of Wells Fargo Advisors or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
Index returns are not fund returns. An index is unmanaged and not available for direct investment.
The S&P 500 [Standard & Poor’s 500] is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can cause a bond’s price to fall. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.
Bond laddering does not assure a profit or protect against loss in a declining market.
There are special risks associated with investing in preferred securities. Preferred securities generally offer no voting rights with respect to the issuer. Preferred securities are generally subordinated to bonds or other debt instruments in an issuer’s capital structure, subjecting them to a greater risk of non-payment than more senior securities. In addition, the issue may be callable which may negatively impact the return of the security. Preferred dividends are not guaranteed and are subject to deferral or elimination.
Duration is an estimate of how a portfolio or bond will react to changes in interest rates, representing the approximate change in price for a 1% change in yield.
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