If Rates are Going up, Why Own Bonds?

If Rates are Going up, Why Own Bonds?

This is THE dilemma facing so many investors, particularly pre-retirees and retirees.  We have been told since we started investing that if interest rates go up, bond prices go down…and it seems that the next move in interest rates is likely to be up. Well, let us...
Three Current Investment Opportunities

Three Current Investment Opportunities

I recently spent a day in NYC meeting with mutual fund managers at Baron Funds.  Here are three quick takeaways. #1  Don’t ignore energy stocks now.  It may be time for contrarians to step up to the plate!  Veteran energy analyst Jamie Stone, fund manager for the...

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