Jason Durity

Not Your Grandmother’s Portfolio

Today’s challenges for retirees and those nearing retirement are well documented. Traditional fixed income, which has served investors well for decades, now delivers little in terms of yield or capital gain potential. In the mid-1970s through the late 1990s when interest rates were extraordinarily high, U.S. 10-Year Treasury Bills paid between 7% and 8% annual …

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Should Investing for Income be Part of My Retirement Plan?

With so many retirement investment strategies to choose from, how can you know which are the best investments for income and retirement overall? The truth is that everyone’s situation is different. As a result, the strategy that might be best for you could be quite different from what’s best for your neighbor. Generally speaking, however, …

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What Does Financial Literacy Mean to You And Why Is It Important?

First, let’s start with a few sobering financial literacy facts: Over 50% of Americans live paycheck to paycheck1 20% of Americans don’t save any of their annual income for retirement2 Americans hold over $1 trillion in credit card debt with an average interest rate of 17.89% for new cards and 14.52% on existing cards3 Financial knowledge doesn’t happen …

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What Is Fixed Income Investing?

Fixed income is commonly referred to as those types of investment securities that pay an investor fixed interest (or dividend) until its maturity date. Upon maturity, investors are repaid the principal amount they had invested. Common fixed income investments include: Treasury bonds Government and agency bonds Municipal bonds Corporate bonds Mortgage-backed securities Certificates of deposit …

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