Archives for January 2011

Retirement & Municipal Bonds

As you know, we are not big fans of Municipal Bonds. You will not find a single Municipal Bond among the 10,000 – 14,000 holdings in any of the Academically Managed accounts that many of you own through me. But often, retirees and those preparing for retirement are heavily invested in municipal bonds and bond funds. Unfortunately, in many cases, their advisors may not have disclosed to them the significant risks that such a strategy bears.

The Rule of 72 Can Be Revealing To You

Have you ever noticed that the published 3 year, 5 year and 10 year annualized returns on your mutual funds and investments often show 10%+?  I’ve always found this interesting […]