Q2 Federal Open Market Committee Summary

In the past 6 weeks markets have seen a significant amount of volatility, linked almost entirely to anticipated changes in monetary policy. Specifically, the Federal Reserve Board has attempted to stimulate the economy in several ways since the recession.  The first...

Finding Fixed Income

In the recent past, annuity investments were generally frowned upon by advisors, due largely to their inflexibility, fees and the use of them inside retirement programs that were already tax sheltered programs. Limitations with regard to survivorship options,...

Senior Secured Floating Rate Bonds

Investors looking for income frequently find it in the bond market. Bonds represent a debt obligation that the issuer promises to repay. Amateur investors commonly underestimate the risk of fixed income investments and, therefore, may not fully appreciate the benefits...

Why Active Management has a Place in Portfolio Management

Asset allocation strategies can be broken down into two major categories: strategic asset allocation and tactical asset allocation.  Strategic asset allocation has the primary goal of providing the best risk/return balance for a long-term investment horizon by...