Dec 17, 2013 | Asset Allocation & Diversification, Blog, Bonds, Investments, News, Stocks, Uncategorized
Are you part of the walking dead? Did you make that mistake this year and hold a diversified portfolio? Before you go running to the “All You Can Eat S&P” buffet, take two minutes and read about it. Asset allocation is the process of diversifying...
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...
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...
Mar 26, 2012 | Blog, Bonds, Economics & Markets, Retirement Planning, Wall Street Greed
Government spending and the Fed’s policy of buying more long-term bonds, never mind how they pay for it, has pushed the U.S. Treasury yields to lows not seen since the 1940’s. This is significant because your conservative, “safe” money like T-bills, Treasury Bonds...
