Investors have a new mechanism for investing in municipal bonds, courtesy of the American Recovery and Reinvestment Act of 2009. As part of the Obama administration's economic stimulus program, the bill authorized a subsidy for local and state governments that issue what are known as Build America … [Read more...]
Investing in Low Interest Rate Environment
Low interest rates create a dilemma. Do you accept a low return because you feel you must protect your principal? Or do you take on greater investment risk in order to try for a higher return? In balancing those two concerns, here are some factors to think about. Consider laddering your … [Read more...]
In Defense of Buy and Hold
Buy and hold has come under a lot of fire lately as investors and advisors question whether there's a better way. It's good to question and re-analyze over time. But it's not good to have a knee-jerk reaction to the last year's stock market roller coaster that can do permanent damage to your … [Read more...]
May 2009 Newsletter
The May 2009 newsletter is now available. It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning. Click here to read the May 2009 newsletter. … [Read more...]