Many investors may be worried about how the difficult times facing many municipalities will affect their fixed income holdings. The following addresses those fears. As the credit crisis has unfolded, the credit profiles of corporations and governments around the world have deteriorated, and states and municipalities have not been spared. State and local income tax, [...]
Archive for the ‘Fixed Income’ Category
Current State of Municipal Bond Market
Posted in Muni Bonds on June 14, 2010 | Leave a Comment »
Five R’s to Financial Renewal: Part III
Posted in Alternative Investing, Family Wealth, Financial Literacy, Fixed Income, Investment Strategy, Markets, Wealth Management on August 17, 2009 | Leave a Comment »
What’s next? It’s time to RECALCULATE, or “do the math.” In my experience, there are usually two things that happen after I help new clients recalculate. First, I see them start to breathe again, after they’d been holding their breath for so long, hoping their financial choices were correct. Second, I find many people have been taking on more risk than they need to.
Family and Taxes
Posted in Executive Wealth, Family Wealth, Federal Government, Financial/Business, Fixed Income, IRS/Taxes, Media, Muni Bonds, Senator McCain, The New York Times, Wealth Management on June 2, 2009 | Leave a Comment »
Some point to media coverage to bemoan that “the rich people don’t pay their fair share.” The top 5 percent paying 60 percent of our taxes seems like a fair share to me.
What’s not okay with 401(k)s?
Posted in 401(k), Active, Executive Management, Financial/Business, Fixed Income, Jason Zweig, Junk Bonds, Media, Passive, Retirement, The Wall Street Journal on April 30, 2009 | 3 Comments »
Welcome to my blog for the executive-level investor! I have gotten a lot of sage advice about how and what to write. But ultimately, this blog is for you, so please tell me if these sages know what they are talking about. Jason Zweig’s April 25th column in The Wall Street Journal addressed the [...]
