Alternative investment limited partnerships have never been more popular. I think investors should think twice before committing funds to alternative investment limited partnerships, especially if the investment is being sold by a broker (aka financial advisor). There...
Municipal Bonds, are they right for your portfolio? I am going to show you a process to determine if municipal bonds are a good deal for you. We are going to focus on two areas: Taxable Equivalent Yield Liquidity What Are Muni Bonds? First, let’s quickly go over what...
SGOV vs CDs, which is a better short-term investment? SGOV beats CDs, easily, in four key areas: Taxes Liquidity Yield Minimums Taxes Both SGOV and CDs are taxed at ordinary income tax rates. The key difference between these investments is that while CDs will be taxed...
The all-equity retirement portfolio strategy can certainly work for some retirees. There are three areas you need to focus on to win with this retirement investment strategy. 1). Downturns. 2). Distributions. 3). Taxes. Downturns The business cycle is real and...
Leverage loans also known as bank loans, offer investors a great opportunity for above average interest rates. This guide will introduce you to leveraged loans and give you an overview of important factors that must be considered when investing in leveraged loans....
SGOV is a great alternative to traditional money market mutual funds like Fidelity SPAXX or Schwab SWVXX. If you are new to investing in an ETF like SGOV, you may be caught off guard by the price movement of the shares. SGOV uses the fair market value of the...
