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TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

NextGen doesn’t always mean younger gen

You know by now that my definition of NextGen is different – it means anyone who isn’t here now. That means women, people of color, LGBTQ, career changers, former military, the list goes on… We recognize that our graying industry needs to diversify, to reflect the diversifying pool of investors. (If you need more convincing, read my last blog here.) It’s pretty clear that we need to explore untapped talent pools if we’re going to meet the future need for financial planning.

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How much gas is left in the tank?

Markets have staged an impressive uptrend since the March 2009 lows, with the S&P 500 Index up nearly 320% over that time frame. Skeptics have been calling the top since 2010, not long after the rally began. Recently, however, signposts are appearing that may indicate changes on the horizon.

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Turbulent skies ahead for junk bonds

Below investment grade corporate debt (“junk bonds”) can be an integral component of many portfolios’ composition and performance. They command a higher risk premium, as they are issued by companies that have uncertain financials, high debt levels, and/or poor earnings. As a result, their trading prices can be extremely volatile. The FOMC’s zero interest rate policy after the crisis has indirectly caused a reach for yield by investors, often at the expense of proper due diligence of a company’s financials and macroeconomic considerations. 2019 may be setting up to be a volatile year for junk bonds.

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