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Steve's goal is to help you achieve true income independence through proven, non-traditional investment strategies. Stay ahead of market trends, take advantage of timely promotions, and discover reliable methods to secure your financial future, no matter the market's ups and downs.
I’m sitting here looking at a “selection universe” of 50 TAX FREE MUNI INCOME FUNDS that you are welcome to research for your own use. Details: · 12 Institutional managers like Blackrock, Nuveen, Pimco, and Invesco · Average cost per share = $10.69 · Average Yield per fund = 6.68% · 23 yielding over 7%; 41 over 6%; none below 5% · Some are state and federal tax free: CA, VA, NJ, NY, AZ, MN, MA, PA · Four are AMT (Alternative Minimum Tax) Free · Average years in operation = 28 · Average number...
https://www.eventbrite.com/e/vetting-an-investment-advisorfiduciary-tickets-1992780328607 Mark you calendar for this July 16th dive into vetting or hiring an investment professional to handle your investments. July 16th at 2:00 PM eastern
The popular Stock Market averages are down an average 7% from their recent All Time Highs and are currently at about the same levels as they were between July (NASDAQ) and October (DOW) of 2024. The average yield of the averages (SPY, ONEQ, and DIA) is a stingy 1.6%. The Bond market as measured by BND (Vanguard Total Bond Market Index) is mid-range of where it has been since July of 2022 and yielding an almost as stingy 3.61%. So as a retiree, how much erosion of “working capital” have you...