Below are our latest blog posts for the week of October 12th.  Click on the links below to view the full article.

For retired investors seeking a low volatility income stream, it hasn’t gotten much better than owning preferred stocks this year.  With the major averages reeling with concerns over global growth, the domestic banks and insurance companies who make up the majority of preferred stock issuance have quietly been plodding along with relatively good results.

Investing in the retirement phase of your life cycle often requires a different mindset towards generating income or positioning in a more conservative manner. While there is nothing wrong with those pursuits, it may not appeal to those who are more comfortable taking risks or don’t rely heavily on spendable income from their retirement accounts.

There are many casual observers in the investment world that probably think managing money is easy. All you have to do is come up with some sort of strategy that involves a definable technique or asset allocation structure. The next step is to align yourself with like-minded investors who favor your style above the other suitable variants. Then stick to the rules by implementing the strategy in their accounts and everyone is happy.

Published on NASDAQ.com

The name Goldman Sachs (GS) is one that carries a great deal of weight on Wall Street. This historic firm is renown as a leader in the investment banking and asset management business. However, until recently, GS has been conspicuously absent from the landscape of exchange-traded funds (ETFs).

The search for income is always an interesting investment dynamic. Those that stray too far out into high yield or esoteric securities tend to find themselves experiencing above-average volatility or non-correlated returns. Conversely, if you stay too conservative in duration or credit quality, your total return is likely to be measured in pennies rather than percentage points. The nexus of those two extremes is ultimately the sweet spot that will produce dependable income and steady returns.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.