19 04, 2018

Welcome Back Higher Bond Yields

2018-04-19T19:00:58+00:00 April 19th, 2018|Joseph G. Mowrer III|

From their recent low of 2% in September 2017 to present, the yield on the 10-year Treasury bond has risen approximately 0.8%.  This is a fairly big move in a short period of time. As bond investors know, rising rates are synonymous with falling prices.  Thus, bond investors must endure some short-term pain to achieve [...]

12 04, 2018

The Opportunity in Volatility

2018-04-12T15:13:50+00:00 April 12th, 2018|Steve Reynolds|

As we move into the second quarter of 2018 the stock market has entered into a period of increased volatility.  Market volatility, as measured by the CBOE Volatility Index (VIX), is widely used to gauge investor fear in the market.  The VIX had been trading at a historically subdued level for all of 2017, and [...]

5 04, 2018

Managing Sudden Wealth: More Money, More Problems

2018-04-05T22:10:13+00:00 April 5th, 2018|George Marron|

We have all heard the stories about lottery winners and top sports draft picks who make it big only to lose all of their money and spiral into emotional and financial despair.  The reality is that sudden wealth does not just impact lottery winners and athletes.  Sudden wealth can impact business owners when they sell [...]

29 03, 2018

Sneaking in the Backdoor

2018-03-29T20:25:34+00:00 March 29th, 2018|Charles T. Trible|

Roth IRAs are a great way for many investors to build tax-free retirement savings.  Unfortunately, the ability to contribute directly to a Roth IRA is phased out for high income earners. In 2018, the ability to contribute directly begins to phase out starting at $120,000 for individual filers and completely phases out at $135,000.  For [...]

22 03, 2018

Getting More for Your Money

2018-03-22T16:27:36+00:00 March 22nd, 2018|Travis Gallton|

When planning for retirement, investors are bombarded with complex decisions that could ultimately impact reaching their financial goals. Most are widely known, such as the importance of asset allocation (i.e. your composition of stocks, bonds, and alternatives). Additional important obstacles include your comprehensive investment plan, year-end tax planning strategies, budget planning, and re-balancing toward target [...]

19 03, 2018

Broadridge Top Money Manager

2018-03-19T19:56:41+00:00 March 19th, 2018|Company News, Money Management|

Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #3 ranking in U.S. Municipal bond performance over the last ten years through 12/31/2017. Our 5.68% return surpassed the category average of 3.7804%. Broadridge measures the top managers’ returns, net of fees, and includes 169 investment managers nationwide that [...]

15 03, 2018

March Madness: Tariffs, Russian Meddling and a North Korean Summit

2018-03-15T14:42:04+00:00 March 15th, 2018|George Marron|

It is pretty easy to get worked up over the 24-hour news cycle and our generally hectic pace.  But, this year between the February 2018 market correction, the return of market volatility, tariff talk, Russian meddling and a North Korean Summit, it is fair to say that we have had an early descent into March [...]

8 03, 2018

Checklist for your portfolio in 2018

2018-03-08T18:33:20+00:00 March 8th, 2018|David A. D’Ambrosio|

With the recent market correction and volatility increasing more this year than in the past, many investors are wondering how to position their portfolio going forward.  This month will mark the ninth anniversary of this long-term historical bull market.  The fundamentals are there for this current market to grind higher going forward but it [...]

2 03, 2018

Will Inflation be the Final Push of this Bull Market?

2018-03-02T12:51:15+00:00 March 2nd, 2018|Charles T. Trible|

The US dollar fell 14.4% against the Euro in the last 12 months, and so far in 2018, it has fallen 4.4% against the Japanese Yen. What implications does this have for our economy? Roughly speaking, 2/3 of Gross Domestic Product is comprised of consumption. To add to this, the Unites States is a net [...]

23 02, 2018

Municipal Bond Investment Yields Significant After-Tax Return

2018-02-23T14:41:12+00:00 February 23rd, 2018|Daniel Lippincott|

Closed-end funds offer investors many advantages not available through other investment vehicles.  Among the advantages are broad diversification, professional management, liquidity, efficient portfolio management, and, most importantly, the opportunity to buy at a discount to the net asset value of the fund.  Additionally, one particularly unique advantage of the closed-end fund format is the [...]