FROM THE DESK

April 10, 2017

Our CIO and fixed income guru was quoted in Barrons over the weekend talking about the benefits of investing in high yield municipal bonds.  Article below:

The Case for High-Yield Municipal Bond Funds

They’re lower-risk than their corporate counterparts, and their tax advantages now look more secure.

By  AMEY STONE

Investors in search of better yields—but who...

April 3, 2017

There are over 9,500 mutual funds, 1,500 ETFs and 500 closed-ends funds available for U.S. investors to choose from.  These vehicles cut across numerous asset classes – equities, fixed income, commodities – and across both broad market exposure (ie S&P 500) to very narrow strategies (from Cyber Security to the Peru stock market.)  Many of these strategies...

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