A headline in the June 25th edition of the Financial Times read “Investor Nervousness Rises as Yield Curve Flattens”. If you are a regular reader of the Wall Street Journal, […]
Summertime and Retirement Income Planning
“Summertime and the livin’ is easy”1, which makes it an ideal time for financial reflection and second-half of the year retirement income planning. Most successful endeavors start (and continue) with […]
Fixed Income: A Credit Conundrum
In the middle of June, the Federal Reserve increased short-term interest rates for the third time in 6 months, with the benchmark Fed Funds rate increasing to a target range […]
How To Save For College Expenses
It’s not always easy to plan for large expenses. Paying for college expenses is certainly one of them. Unfortunately, college tuition and fees have risen quicker than the average rate […]
What’s a Dollar Worth?
Over the past few years, the U.S. dollar has marched higher driven by several factors including a recovering U.S. economy, expectations for tighter monetary policy, and sluggish growth prospects outside […]
Wealth Effect
The first quarter started off with a bang…a new president with new policies and a raise in the interest rates with promises of more to come. On top of that […]
The Premium Bond Conundrum
The investment landscape is full of confusing jargon, but one area that seems to baffle investors more than others is fixed income. In today’s interest rate environment, clients repeatedly ask […]
