Bonds Resources

Asset Allocation - Location Matters
/ Scott Heath
Taxes (Photo credit: Tax Credits)

Asset Allocation is an investment strategy that attempts to balance risk and reward by allocating a certain percentage of each asset in accordance to an investors risk tolerance, goals and investment horizon.

What is often overlooked is the importance that taxes will play in this decision making process and the location of those assets. Here are a…

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Fixed Income - A Mixed Basket
/ Scott Heath
Inconsistent fixed-income performance is common: It is extremely difficult to predict which category of bonds will be the best or worst performer in any given year. The performance of any fixed-income investment can have drastic periodic changes. Investors could potentially diminish their returns by attempting to follow last year’s winner. Furthermore, investors who have an asset allocation…
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