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The Bond Strategy Most Investors Miss

Understanding when tax-free income helps and when a higher-yielding taxable municipals may be the smarter fit When generating a steady income in retirement is important, municipal bonds are a familiar

Transactional Investing & Wealth Management: Understanding the Difference

When it comes to investing, there’s no one-size-fits-all approach — it all depends on the individual, their goals, preferences and risk tolerance. Some clients want a long-term partner to drive

What Are Municipal Bonds and Why Do Investors Love Them?

Ongoing economic uncertainty, marked by inflation concerns, shifting policies and geopolitical pressures, has led investors to reconsider their portfolio allocations. Many are turning to municipal bonds due to their potential

Investing Strategies for your 20’s to your 60’s: A Chess Game

Much like a game of chess, strategy is the key to a winning financial plan. Investing is something that takes a certain mind set depending on your age and current

Duration- An Easy Way to Measure Risk in your Bond Portfolio

The concept of duration originated in 1938.The impact of interest rate risk can be lessened using the concept of duration. If you know the duration of a bond, you can

What are “Bond Laddered” Investment Portfolios?

The “Bond Ladder” is an investment strategy that attempts to minimize risk and optimize cash flow. These portfolios do not offset the “Interest Rate Risk” because the value of the