Nov 5, 2020 | Recommended Reading
Treasury Inflation Protected Securities – An Attractive Option to Diversify Your Bond Portfolio Fixed income securities play an important role in most client portfolios. They provide cash flow, diversification and reduced volatility. Federal Reserve policy...
Nov 3, 2020 | In The Media
Closed-end funds may be option for retirees searching for portfolio income Many closed-end funds use leverage, subject to regulatory limits, to juice their returns. That is, they can borrow money to invest. However, leverage also means that losses can also be...
Oct 2, 2020 | Quarterly Reviews
2020 Third Quarter Review and Outlook The third quarter was another strong quarter for the stock market. The S&P 500 Index returned 8.93% for the third quarter, although it ended the quarter on a sour note. The index was down in September, the first down month...
Aug 13, 2020 | In The Media
This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to Protect Your Investments Finley says that for his clients at or near retirement, inflation is one of the largest risks — even if it doesn’t necessarily command the most attention....
Jul 7, 2020 | Quarterly Reviews
2020 First Half Review and Outlook In a sign that the stock market is forward looking, the S&P 500 Index returned 20.54% in the second quarter. This large return happened despite an almost complete shutdown of the economy due to coronavirus and one of the sharpest...
