Tag: PVI

Case Study: Anticipating Higher Interest Rates

To preserve wealth and generate some income, Jim moved a healthy portion of his portfolio to Long Term Treasury Bonds. However, the improving economy combined with the Fed’s massive monetary response to the financial crisis has Jim concerned about the potential for a rising interest rate environment within the next 12 to 18 months.

Case Study: Revisiting Tax Exempt Bonds

With the city of Harrisburg, PA on the verge of bankruptcy and other cities and states in financial trouble, investors should be revisiting the role of tax-exempt bonds in their portfolios. ETFs offer investing possibilities to investors seeking tax-exempt income without the risk of exposure to a single municipality or state.

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