Risk

TAKE A LOOK AT MUNICIPAL BONDS

November 7, 2014
  • 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

Watch the related WEALTHTRACK episode.

Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs

September 12, 2014

Watch the related WEALTHTRACK episode.

IGNORE THE CROWD AND OWN SOME U.S. TREASURY BILLS, NOTES OR BONDS FOR THEIR LIQUIDITY AND SECURITY. . .

July 4, 2014
  • 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

Watch the related WEALTHTRACK episode.

DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!

September 6, 2013

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

ASSESS YOUR RISK TOLERANCE WITH A FINANCIAL ADVISOR

January 25, 2013
  • Determine the rate of return needed to reach your life’s goals
  • Ask yourself how much you can afford to lose over the course of any given year and reach those goals
  • Understand your emotional tolerance for risk

Watch this Episode

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