The Blog

Weekly insights on the markets, economy, and financial planning

Change in Commodities

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For the same reason we liquidated our position in TIPS (Treasury Inflation Protected Securities) earlier this year, we’ve made a change in the commodities category. You might be asking yourself, why would terminating a bond position like TIPS prompt a …

Flexibility: The Antidote for Interest Rate Uncertainty

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Much of our latest due diligence and fund research has focused on bonds, and that research recently led us to make a fairly dramatic change to our clients’ bond allocations. Three funds have been eliminated from our portfolios and two …

Quirky IRA Deductibility Rules

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Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings. They are very easy to establish, and the investment options are vast. As long as you are under the age of 70 ½ …

Cash Alternatives: Getting More Bang for Your Buck

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As you know, in 2011 we reduced our liquid Money Market Fund (Cash) positions from 5% to 2% in most of our portfolios. We then allocated the 3% balance to the Ridgeworth U.S. Government Ultra-Short Bond Fund (SIGVX). We are …

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