If Interest Rates Rise, What Happens to Bonds?
Will bond investors soon suffer major losses? In the last few years, Bill Gross, Jim Rogers and other pundits have warned of a bond bubble. While it has yet to […]
The Difference Between Good and Bad Debt
Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were […]
A Financial Look Back at 2014
The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit […]
Understanding Your Risk Tolerance
The recent success of Chinese megacompany Alibaba’s IPO (Initial Public Offering) has sparked many investors’ interest. But before jumping in with both feet and opening your checkbook, there are many […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
5 Financial Resolutions You Need to Make — Our Interview for FOXBusiness
This week’s blog post is courtesy of Donna Fuscaldo and was published on December 31, 2013 by FOXBusiness. The article features expert opinions on setting financial goals for the year ahead. Anthony […]
Bond Funds and Interest Rates: What You Should Know
This is an excerpt from an article by Anthony A. Saccaro, ChFC, published on Friday, October 11, 2013 in the following newspapers: Pasadena Star-News, Whittier Daily News, San Gabriel Valley […]
Back to School Edition – Avoiding Unnecessary Student Debt
With the Fall 2013 semester underway, having a discussion about ways to avoid unnecessary debt is now more prudent than ever. The modern university student has been saddled with financial […]