Month: September 2021

High Yield Investment Grade Bonds Attractive with Inflation and Economic Outlook

It’s no secret that inflation has the potential to eat away at the purchasing power of your money. Treasury Secretary Janet Yellen said at the G-7 financial ministers meeting in June that inflation will be higher at “around 3%”. The Bureau of Labor and Statistics reported a 5% year-over-year increase in prices from May 2020, …

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Retirement Planning Mistakes Couples Make & How to Help Avoid Them

A common retirement planning mistake that couples make is to claim their Social Security benefits without properly considering survivor and spousal benefits. The Social Security survivor benefit is a built-in form of life insurance for married couples. With a little planning, you can usually get a higher benefit through the person who earned the most …

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April 2021 – MarketWatch Newsletter

Long-term interest rates continued rising in March, with the yield on the 10-Year Treasury rate hitting 1.73% by the end of the month. However, the overall impact for SIS investors was minimal thanks to the natural “softening” effect of credit spread compression, which I explained in last month’s newsletter. In addition, some income portfolios benefited …

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