Risk
EXPECT PERIODS OF HEIGHTENED VOLATILITY IN THE BOND MARKETS
- Don’t Panic
- Focus On Long-Term Goals
- Invest With A Seasoned Bond Mutual Fund Manager
TAKE A LOOK AT MUNICIPAL BONDS
- YIELDS ON HIGH-YIELD MUNICIPAL BONDS WERE SIGNIFICANTLY ABOVE THOSE ON IRAQI GOVERNMENT DEBT
- PERCEPTION OF RISK IN THE MUNI MARKET DOES NOT REFLECT REALITY
- FEDERAL INCOME TAXES HIGHER THAN THEY HAVE BEEN SINCE BEFORE REAGAN PRESIDENCY
- YIELD LEVELS ON TAX FREE MUNIS VERY ATTRACTIVE, ESPECIALLY COMPARED TO OTHER TYPES OF BONDS
IGNORE THE CROWD AND OWN SOME U.S. TREASURY BILLS, NOTES OR BONDS FOR THEIR LIQUIDITY AND SECURITY. . .
- Multiple geopolitical hot spots shaking investor confidence
- Economic challenges around the world
- U.S. Stock market near record highs
- U.S. Treasuries: Investment of choice in times of uncertainty & trouble
- Treasuries provide insurance & stability
DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!
Review your bond positions – make sure they meet your income and diversification goals
Bonds provide: – Diversification – Income – Stability over time U.S. Treasuries provide: – Liquidity – Guaranteed income – Guaranteed return of principal at maturity – A non-correlated asset
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