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generating income
Over the weekend, I was reading Barron’s, and there were numerous articles about obtaining enough income in retirement.  The recommendations vary from buying dividend stocks, annuities, and/or bonds.  All of these strategies offer various challenges and risks.   Buying dividend stocks offers income and the potential for capital appreciation.  The problem is that many of these...
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As I write this, the Dow has experienced its longest losing streak since 2011. Nearly 1/4th of the way into 2017, we are finally seeing some real volatility and more attractive investment opportunities are popping up each day.
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When I review different investors portfolios, I’m quite often surprised at the exposure to bond mutual funds.  This has a lot to do with the cookie-cutter asset allocation philosophy that is pervasive throughout the financial advisor community, where recent historical returns are used as a proxy in building a portfolio allocation.  Of course the last...
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Last week’s semi-encouraging jobs report has once again brought about calls for the Federal Reserve to begin the tapering process.  I find myself to be rather agnostic and wouldn’t make an investment decision based on this type of short-term issue, but the key is understanding that interest rates are likely to stay very low due...
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