Bonds

Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months. How a mutual fund sale might affect your taxes Is a long-term-care/life-insurance combo better than a straight one? When RMDs start for workers…

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Investments to avoid when interest rates rise

  We proactively seek out the best investment vehicles for our clients’ portfolios. To spur new sales, Wall Street is constantly creating new products or repackaging existing ones, so our search is ongoing. Sometimes their products are useful innovations but most of the time that is not the case, such as in the bond market.…

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Can I just live off interest?

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months. How nonworking spouses can contribute to IRAs Investors, remember, trading is not investing How inheriting an IRA affects…

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HOW TO STAY HAPPY IN RETIREMENT

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months. 6 Keys To a Happy Retirement Tax Planning For Retirees Takes Many Forms Can I Write…

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HOW WILL RISING INTEREST RATES AFFECT YOUR INVESTMENTS?

January 2013 Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with bond prices, the effect of interest rate changes is in fact both direct and mathematically calculable. To get a bond’s current yield, divide the interest it pays by…

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STOCK MARKET HIGHS: SIX THINGS TO CONSIDER NOW

December 2013   The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair amount of people who either do not have an advisor, or their current advisor is not very good. Many seem to think that because we are in uncharted territory, drastic…

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