by taaginc | Aug 13, 2014 | Investment Management, Retirement
There is plenty to discuss and debate when it comes to Social Security. Whether the program will be there for future beneficiaries, in what form, and taxed at what rate are just some of the valid questions to consider depending on your age and income level. Today’s...
by taaginc | Mar 19, 2013 | Investment Management
I’m occasionally asked why we don’t purchase individual bonds in client accounts. This is typically posed by an incoming client with existing bonds purchased back when rates of 5% or higher were not uncommon. It can seem like a no-brainer – loan a company money for...