Art

If you had more money what would you do?

Have your investment goals changed over time?

How can you minimize your taxes?

Making the same investment mistakes over and over?

Having trouble setting goals?

Going through a difficult transition in your life?

Do losses keep you awake at night?

What have you always wanted to do?

Worried you’ll outlive your money?

What keeps you up at night?

What does retirement mean to you?

Will your estate be devastated by taxes?

Are you prepared for disaster?

Do you have to give up your pension?

What would you do if you had more free time?

Are you missing the big picture?

How do you get a fair settlement?

Having trouble deciding when to buy or sell investments?

Tempted to make investments that aren’t part of your “plan?”

Why is asset allocation so critical?

What do you value most in life?

Are you invested for retirement?

Is your asset mix right for you?

How much risk should you take?

Do you know where your money goes?

Will your family be OK?

Are your emotions affecting your investment decisions?

Are your documents in order?

Unsure about your rate of return?

Should you keep the house?

When is the best time to sell an investment?

Do you have a strategy?

Are you fearful of making an expensive mistake on your taxes?

When are you happiest?

How much is enough?

Which of your current responsibilities would you like to give up?

How would you define “risk?”

Do you have a fear of being audited?

Are you ready for retirement?

September 22, 2011

Twist and Shout: The Fed, as Expected, Announced Operation Twist

By Liz Ann Sonders
No doubt in reaction to the significant weakening of the economy over the past several months, the Federal Reserve acted as expected and announced what’s known as “Operation Twist” (OT). The goal of this program, first instituted in 1961 and indeed named after the dance popular at the time, is to lengthen the average maturity of the Fed’s balance sheet. The result, ostensibly, will be to lower longer-term borrowing rates, including mortgage rates.

Key points

  *  The Federal Reserve announced “Operation Twist,” which was largely expected.
  *  The goal is to further reduce borrowing costs and push money via lending out into the real economy.
  *  Whether it will work is the big question … because high interest rates are not the economy’s problem.

The details
Specifically, the Fed will buy $400 billion of US Treasury bonds with maturities of six to 30 years through next June. Over the same span, the Fed will sell an equal amount of shorter-term Treasuries, with maturities of three years and less. The Fed also announced that it will reinvest maturing mortgage debt into mortgage-backed securities (MBS) instead of Treasuries. This is intended to help reduce mortgage borrowing costs and stimulate additional mortgage refinancings and demand for new mortgages.

Link: https://www.schwab.com/public/schwab/research_strategies/market_insight/todays_market/sonders/sonders_092111.html