Happy Monday! It’s been a great 1st quarter, and we’re not April Fooling!
Friday marked the end of an amazing 1st Quarter for the financial markets. The sharp reversal from the dismal 4th Quarter couldn’t have been more dramatic. I have chosen these articles for you because of their timeliness. The Fixed Income Inflection Point is important because 2018 has demonstrated how volatile bonds and bond funds can be in a rising interest rate environment. The recent reprieve should be used as a time to reassess.
As we near the end of tax season it is also a good time to plan for the upcoming year. The included article provides some new twists on some old standbys.
This article highlights how the recent tax law changes have some new twists on old assumptions. Worth the read for the year ahead. ~Lou
Now is the time to take a deep dive analysis into the fixed income that resides in your portfolio. There are substantial, and meaningful, differences in the types of bonds and bond funds in the market. Know what you own! Let’s talk. ~Lou
Louis A. Mucci
29325 Chagrin Blvd