If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
Private credit is a relatively new type of investment that has grown rapidly, and is aggressively sold to investors and advisors with the promise of higher returns. Investing in... Read More
Investing in municipal bonds is a topic we get asked about frequently. It is a topic that seems straightforward, but actually has some complicated features and calculations that we... Read More
Arnold & Mote Wealth Management is now a flat fee financial advisor. Read More
Certificates of Deposit (CDs) have long been a popular choice for savers seeking a secure investment for their cash, but with a higher interest rate than a checking or... Read More
In this blog post, we will delve into the benefits of investing in low-cost, passively managed index funds. We will explore the academic research on the topic, the underlying... Read More
I Bonds exploded in popularity in 2022. Now, as inflation comes down, many are wondering if they should sell their I bonds. How long should you continue to hold... Read More
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