A Tactical Bond Fund With a Twist
By Mike PattonWith zero GDP growth (sorry, stocks) and cash paying essentially zero, heres a bond fund that may make the grade for clients.
May 12, 2014
Don’t overlook Uncle Sam’s workersIf youre not working with federal employees, you might be overlooking a solid opportunity for your retirement planning services.
May 11, 2014
A Fresh Look at Portfolio Construction: Getting StartedAdvisors who fail to have a well-defined and repeatable method of determining where client capital should be invested do so at their own peril.
May 09, 2014
Disability Insurance Observer: CashGovernment efforts to ease pain may simply move it.
May 09, 2014
Disability Insurance Observer: CashGovernment efforts to ease pain may simply move it.
May 09, 2014
Why I Don’t Like Roth IRAs: Tax Season Lesson, Part 1During tax season, I focus on the actual cost to the client, including cash flow. Thats one reason I've never liked the Roth IRA.
May 09, 2014
Every day should be a good day to dieYou buy life insurance because you love somebody. But you also buy it because, no matter how much you dont want to admit it, you are going to die.
May 09, 2014
Every day should be a good day to dieYou buy life insurance because you love somebody. But you also buy it because, no matter how much you dont want to admit it, you are going to die.
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