It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield… Read More
About two years ago, I posted a piece recommending that one of the most tangible ways that… Read More
Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created… Read More
The recent U.S. stock market decline is not unusual. However, it has been two years since one of this magnitude has happened. In a… Read More
Inside ETFs 2018 with its more than 2,000 attendees, just finished in Hollywood, Florida yesterday. While there will… Read More
Exchange-traded funds (ETFs) have gained significant market share for over a decade now, and more investors are interested in utilizing the investment… Read More
Tax Acts Greatest Winner: Energy The energy industry has historically been the highest-taxed sector. According to MarketWatch, the sector’s median tax rate has been almost… Read More
Nine years old! That will be the age of the US equity bull market in March 2018, and what a bull market it has been:… Read More
The Post-MPT Growth Allocation model has become more conservatively positioned over the past quarter The largest allocation increase has been US Treasury Bonds. Gold stocks… Read More
Even with recent tax law changes, the need for tax-exempt municipal bond portfolios remain significant. Although the top tax bracket has been lowered to 37%,… Read More
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