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Resolve to Achieve Financial Success in 2014
(Main Content/blog)
... Make sure the proportion of stocks and bonds you own fits within your risk tolerance level. And if you think your risk tolerance level has changed, call me and set up an appointment so I can recommend ...
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Taking Advantage of the “January Bounce”
(Main Content/blog)
If you’re a holiday shopper, you’re probably looking out for December sales—but for investors, January is where some of the best bargains are. Every January, many stocks and bonds seem to be “on sale.” ...
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A Simple Way to Earn More From Your Investments
(Main Content/blog)
... after 30 days. In fact, every January there are typically plenty of cast-off stocks and bonds available at newly attractive prices because of tax-loss selling. Savvy investors start the new year off by ...
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Insured Municipal Bonds Starting to Look Attractive
(Main Content/blog)
Often the best investing opportunities are to be found when others are panicking—and that's the case now with municipal bonds, or munis for short. Muni bonds are debt taken out by municipalities like cities, ...
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Avoiding the Rising-Rate Wrecking Ball
(Main Content/blog)
Interest rates are on the rise, and that's bad news for investors in high-quality bonds. Spooked by signals that the Fed may be preparing to end the intervention that has kept interest rates low, bond ...
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Should You Turn to Stocks for Income?
(Main Content/blog)
One of the most dependable places for investors to find income has traditionally been investment-grade corporate bonds—think the bonds of such blue-chip companies as AT&T, Kellogg or Eli Lilly. But ...
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Finding Yield in a Low-Yield Environment
(Main Content/blog)
Not that long ago, retirees and others who needed adequate, reliable income knew they could get it by simply investing in bank CDs, Treasury bonds and other high-grade bonds. But with interest rates ...
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A TIME FOR PATIENCE
(Main Content/blog)
... something greater. · The European Central Bank plans to buy up debt from Italy and Spain. · The Federal Reserve could decide to buy up 10-year Treasury bonds and other long-term notes, ...
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Are You Leaving Money on the Table?
(Main Content/blog)
... the 2011 tax year. By the way, tax writeoffs are not the only benefit of tax-loss selling. At the end of every year, investors rush to dump stocks and bonds that have had disappointing years--in order ...
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Retirement Questionnaire
(Main Content/niche markets)
... from it and when? Is there a spousal benefit? • Are you comfortable investing in both stocks and bonds? • Do you have health insurance? • What is your monthly cost of living? ...