Lower Rates Lead to Mixed Impact on High-Dividend Stocks

Surprisingly to Northlake, intermediate and long-term interest rates have fallen slightly over the last several months.  We had been anticipating higher rates as the economy emerged from COVID impacts, inflation held at well-above pre-pandemic levels, the timing of the Federal Reserve’s monetary policy tightening grew closer.  Instead, for reasons that most on Wall Street still […]

Income Equity and Bond Quarterly Review

Interest rates on bonds maturing more than a year in the future have risen since our last update on income equities.  At the end of November, the 10-year US Treasury bond yield was a little less than 1.00%.  Today, the yield is about 1.45%.  Short-term interest rates that are fully controlled by the Federal Reserve […]

Explaining Income Equities

Beginning this quarter, we are adding a new blog post to cover the income-oriented stock and ETF ideas we have been increasingly using in client portfolios.  Not all clients use these investments, but we have broadened their use, so we thought it would be useful to produce summary commentary each quarter. Up until 2020, most […]