Happy New Year! I certainly hope that you enjoyed the Christmas season of 2017 and that you’re off to a great start in 2018! If you’re like me, you are most likely guilty of incorrectly dating a few documents, as writing the...
Read MoreMany investors rely on fixed income securities, especially those with conservative risk tolerances. In times of low interest rates and elevated interest rate risk, bonds with credit risk can be a useful tool to help mitigate these concerns. In a sense, investors have the opportunity to swap a portion of their interest rate risk for credit risk, ultimately decreasing a bond portfolio’s total interest rate risk. This tradeoff may not make sense in every environment or for every investor. However, bonds that contain credit risk present another option for income generation and risk management, as opposed to relying solely on very interest rate sensitive bonds.
Read MoreHave you ever been promised something for free only to find out that there were strings attached–or worse, that it was a complete bait-and-switch? I had an experience recently that, while I didn’t lose any sleep over...
Read MoreApparently, the question “How do we recruit young, talented financials advisors?” was quite the hot topic at the recent TD Ameritrade conference in Orlando, FL. I wasn’t able to attend the event personally...
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