When More Risk Equals Less Risk

Posted by Richard on September 24, 2015

If I asked you to name the most risky asset class, which would you pick? Emerging markets1 Commodities2 High-yield bonds3 Each investment has unique risks, but volatility of returns is one measure that can be applied to all. At its simplest level, volatility is the likelihood that an investment’s return will change from one period […]

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Searching for Yield in Today’s Market

Posted by Richard on

Income-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed traditional sources of yield. Yet, by broadening their search criteria, investors may uncover new ways to diversify their income portfolios with potentially more attractive options. Consider Total Return When evaluating income-generating opportunities investors need to […]

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Should You “Fix” Variable Rate Debt?

Posted by Richard on

While investors are keeping a close watch on the Federal Reserve for indications of when it will start raising interest rates, the consensus among economists is that it will begin its credit-tightening cycle at some point this year. Of course there are two sides to the interest rate coin: the investor and the borrower. Rising […]

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Same Sex Marriage Ruling Raises New Tax Issues

Posted by Richard on

  In a move that reinforces the rapid shift in public sentiment regarding same-sex unions, the Supreme Court ruled earlier this year that all marriages — and “the constellation of benefits” that are linked to marriage — must be recognized and enforced in all 50 states.1 While the law brings happiness and relief to those […]

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