From: Allspring
High Yield Muni and BBB Muni spent the majority of the last year toward the bottom of the barrel in terms of performance. As a result, spreads have widened close to historic averages. Did you know that you can generate much more yield going down in credit quality then you can going out in duration? See page 2 from the Allspring Municipal…
From: www.taxact.com
Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.
Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…
From: www.morningstar.com
They may carry the same name, but not the same investment approach.
Last week’s column “Are Dividend Funds All That?” showed that equity funds that hold dividend-paying stocks have thrived over the long term. Usually, bear-market heroes are bull-market flops, but dividend funds have been exceptions. They not only have resisted downturns but have…
From: jhinvestments.com
Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment.
Municipal bonds are only a small part of the broad fixed-income market, standing at roughly $4 trillion in assets relative to the $53 trillion in total U.S. fixed-income assets. However, this asset class can offer some unique advantages to other parts of…
David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:
David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….
Essential 2023 tax numbers from Highland Capital Brockerage:
The SECURE 2.0 Act will help Americans bolster their retirement savings and strengthen their long-term financial security. The common-sense solutions in the bill—including encouraging employers to offer more plan options and making it easier for small businesses to offer retirement savings plans—will help ensure employees’ retirement savings last a lifetime.
Here’s what you need to know about the SECURE 2.0 Act of 2022:
From: theamericanretiree.com
While saving for retirement is essential, what follows next is at least as vital as your plan of action after retirement. Regardless of how diligently you save throughout the accumulation phase, preparing how those assets will be converted into income is essential.
Many seniors have no source of fixed income other than Social Security and their retirement…
From: www.advisorperspectives.com
Things are looking up for people who are close to retirement, according to a Morningstar report published Monday.
With the outlook improving for stocks and bonds next year, the percentage of a nest egg that retirees can safely start withdrawing from savings has increased to 3.8%, up from 3.3% in 2021, the report said….
Check out David Morgan’s video and eBook on Reinventing Retirement:
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