Fixed Income (or debt) represents your ownership over the repayment of a debt. Usually considered bonds, they are contracts promising the repayment of loaned money. Other forms of debt arrangements include Mortgage-Backed Securities, liens, loans, and CDs. Fixed income is called that because the return is decided on the outset
Manage risk, not return – the timeline for college planning is somewhere between 0 and 20ish years. And unlike most of your investments listing the timetable is a non-starter. Families don’t want to see their children delay college because markets are sluggish. So managing the account should center around the
We’re currently looking for major overhauls in taxation for corporations and people in the coming years. General civil unrest, combined with decades-long examples of corporations and individuals paying no and very little taxes, is causing a groundswell of discussion in Washington regarding changes to the IRS practices, the rules for
