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Beware of the Bond Bears
(Main Content/blog)
... of the best fixed-income opportunities can be found in these categories: Short-duration, high-yield, asset-backed bonds Non-agency mortgage backed securities Insured, high-yield municipal debt ...
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Oil, Patience, and Value Investing
(Main Content/blog)
... whole industry. And because bond prices have fallen, very strong yields are available. Investing in oil-related companies' debt is a bet that oil won't fall dramatically lower and stay there for an extended ...
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Low Oil Prices: Blessing or a Curse?
(Main Content/blog)
... are using their savings at the pump to pay down debt rather than to buy more goods and services. Beyond that, many observers are concerned about the potential long-term impacts of low oil prices. Cheap ...
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Finding Bond Bargains in ETFs’ Wake
(Main Content/blog)
... debt a few years back after the ETF bond selling drove their price to under 83 cents on the dollar, which translates to a current yield of 9.3% and a yield to maturity of over 11%. (The current yield indicates ...
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High-Yield Bonds: Attractive But Increasingly Dangerous
(Main Content/blog)
... when a chunk of an issuer's debt comes due as rates are rising and appetite for risk diminishes. In a rising rate environment, the cost of borrowing will increase for all companies. But it will likely ...
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Resolve to Achieve Financial Success in 2014
(Main Content/blog)
... The service allows you to keep track of your banking information, your investments and your debts, all in one place. As you create your budget, remember to leave a financial cushion for unexpected events ...
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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)
... credit rating. Advanced Micro Devices fit this mold. The chip-maker's debt had been downgraded as it struggled to find customers. But it's successfully pivoting to the video game console market, and ...
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Who’s Afraid of the Sequester?
(Main Content/blog)
... darn noteworthy. If history were any guide, investors should have reacted with breathless buying and selling, acting alternately on their fear and on their greed. Remember the debt-ceiling fight in the ...
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Finding Yield in a Low-Yield Environment
(Main Content/blog)
... stability in the RMBS market. "CoCo" bonds. Contingent convertible bonds, used by banks to raise capital, are issued as debt but convert into equity when a bank gets into significant financial trouble. ...
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DEBT DEAL, DOWNGRADE, DOW DROP … WHERE HAVE WE LANDED?
(Main Content/blog)
... curb sovereign debt looked weak. On August 16, German chancellor Angela Merkel and French president Nicolas Sarkozy offered three new measures to address the European Union's debt crises. They proposed ...
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A TIME FOR PATIENCE
(Main Content/blog)
Coping with the market during a rough week for stocks. As expected, a plunge. World stock markets swooned on August 8 in reaction to Standard & Poor's downgrade of U.S. long-term debt. On Wall ...
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Bank Statements
(Main Content/widow steps)
Your bank statements (checking, savings, and CDs) help us identify potential creditors, current debts, and current income sources. They help us have an up-to-date picture of your finances and to plan for ...
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Mortgage Information
(Main Content/widow steps)
Your home might or might not have debt against it. If it does, it is helpful for my office to know of all liabilities so that we can properly plan for your future. ...
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Loan Paperwork
(Main Content/widow steps)
Being the beneficiary of an estate does not necessarily mean that you are responsible for the debts of the estate or the deceased person. It is prudent to review all debt, including current credit card ...
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Bank Statements
(Main Content/guidelines)
Your bank statements (Checking, Savings, and CDs) help me identify potential creditors, current debts, and current income sources. They help us stay current and plan for your future. ...
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Mortgage Information
(Main Content/guidelines)
Your house might or might not have debt against it. If it does it is helpful for my office to know all liabilities to properly plan for your future. ...
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Loan Paperwork
(Main Content/guidelines)
Just because you're the beneficiary of an estate, does not mean that you are responsible for the estate's or the deceased's debt. It is prudent to review all debt including current credit card debt with ...
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Retirement Questionnaire
(Main Content/niche markets)
... plan to retire? • How much have you saved for retirement? • Are you currently saving money toward retirement? If so, how much per month? • Will you likely take any debt into retirement? If ...
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Widows: What to Expect
(Main Content/niche markets)
... attorney will go over a legal plan of action and a timeline of what needs to be done, including a discussion on probate, debt responsibility, property transfers, and creation of new will, trust, and power-of-attorney ...