14 12, 2017

A Year-End Opportunity in Municipal Bonds

2017-12-14T19:00:56+00:00 December 14th, 2017|Daniel Lippincott|

There appears to be a perfect storm on the horizon that could produce a buying opportunity in the municipal bond market. This storm won’t be spurred by the likely increase in the fed funds rate or a concern of default. Rather, the perfect storm I’m referring to could be created by Congress itself. Buried in [...]

1 12, 2017

Broadridge Top Money Manager

2017-12-04T14:06:13+00:00 December 1st, 2017|Money Management|

Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #2 ranking in U.S. Municipal bond performance over the last ten years through 09/30/2017. Our 5.68% return surpassed the category average of 3.8195%. Broadridge measures the top managers’ returns, net of fees, and includes 165 investment managers nationwide that [...]

30 11, 2017

Inherited IRA – the forgotten IRA

2017-11-30T16:33:25+00:00 November 30th, 2017|David A. D’Ambrosio|

Individual Retirement Accounts or IRAs have been available to investors for many years.  Although contribution and deduction limits have changed over the years these accounts are an important piece of retirement planning.  An IRA account can hold many different types of investments and can be held at a variety of custodians such as a bank, [...]

22 11, 2017

When Will Market Volatility Return?

2017-11-22T17:02:55+00:00 November 22nd, 2017|Steve Reynolds|

As we enter the final months of 2017 the U.S. Stock market continues to make all-time highs.  This is occurring amid some uncertainties that could serve to increase short to medium-term volatility.   Let’s take a look at some of those potential challenges. S. stock valuations are stretched on a historical basis. Looking at forward price-to-earnings [...]

16 11, 2017

Successful Stock Investing

2017-11-16T14:34:26+00:00 November 16th, 2017|Marijoyce Ryan|

As we all know, the stock market is currently experiencing a significant bull market. It has been a powerful 8 ½ years with cumulative gains over 300% (including reinvested dividends). Equity investors have been rewarded handsomely for staying invested. Most people own stocks in their 401k/retirement accounts and in personal savings. This is good. Why [...]

2 11, 2017

Retirement Decisions – Why, When, & How

2017-11-02T18:20:03+00:00 November 2nd, 2017|Kevin B. Murray|

Throughout our life we make many decisions that have an impact on our future. How much and what type of schooling/training we receive impacts the jobs for which we may be qualified. Our initial job and the industry it is in impacts our future employment prospects. Our decision to marry or not and to have [...]

25 10, 2017

Can the equity bull market continue on its current path?

2017-10-25T18:24:28+00:00 October 25th, 2017|James Quackenbush|

The U.S. stock market continues to build momentum and is currently up 16 percent for the year, with new all-time highs seeming to occur on a daily basis. This bull market is now the second most powerful in history, in terms of performance and duration, rising more than 277 percent during its 8.5 years of [...]

19 10, 2017

Broadridge Top Money Manager

2017-12-01T20:56:29+00:00 October 19th, 2017|Money Management|

Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #1 ranking in U.S. Municipal bond performance over the last ten years through 06/30/2017. Our 5.72% return surpassed the category average of 3.8740%. Broadridge measures the top managers’ returns, net of fees, and includes 158 investment managers nationwide that [...]