May 27, 2013 | Blog, Bonds, Investments, News, Retirement Planning
4 Key Questions to Protect Your Coupon Income If you, or anyone on your behalf, buys individual bonds in your account, know the markup game. A markup is when a broker-dealer buys a bond at a low price and resells it at a higher price. This difference, called the...
May 27, 2013 | Blog, Bonds, Investments, News, Uncategorized
Municipal bonds have traditionally attracted conservative investors looking for federal tax exempt income. While municipal bonds carry the risk of default, investors rely on rating agencies to grade the issuer’s credit with ratings from AAA to junk bonds. Just like...
Mar 11, 2013 | Blog, Investments, Uncategorized
Wall Street Scandals have their own orbit don’t they? 2008 saw Lehman Brothers and Bear Stearns collapse in a heap of their own failed (and, with the benefit of hindsight, incredibly reckless) bets on exotic mortgage-related derivatives. 2004 revealed Edward Jones...
Dec 27, 2012 | Blog, Bonds, Economics & Markets, Investments, Wall Street Greed
Stop watching reality television. Especially themes around fiscal cliffs. The train has left the station and the U.S taxpayers never heard the whistle. The vast majority are still being conned by the elaborate Wrestle-mania in Washington between Hulk Hogan and Macho...
Aug 9, 2012 | Blog, Bonds, Economics & Markets, Self-Employed, Uncategorized, Wall Street Greed
I’m starting this edition of Potty Reading with something inspirational before I subject you to the torment of my soap box. Many of my clients and friends have heard me say before that even if I won the lottery, I would still do what I do. I love the puzzles and...
May 31, 2012 | Blog, Humor
One of my favorite commercials
