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Stock Market Volatility a Good Thing for Investors?

Posted by The Dopkins Wealth Team

Aug 27, 2015 11:42:11 AM

In light of recent stock market volatility, we wanted to share the thoughts of Jared Kizer, the BAM ALLIANCE's Chief Investment Officer. As Jared points out, many times market volatility can be a good thing and sticking to a well thought out investment plan is the best way to achieve financial success. 

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Topics: dwm



Federal Reserve System Refresher

Posted by The Dopkins Wealth Team

Aug 25, 2015 1:49:39 PM

We are all familiar with the Fed (not to be confused with Roger Federer), but do you really know what it is, what it does, and how it functions?

Q: What is Federal Reserve System

A: The Federal Reserve is the central bank for the United States. It is composed of 12 regional Federal Reserve Banks located around the country as well as the Board of Governors, the independent government agency, in Washington D.C. A 12 member board is selected from these entities to create the Federal Open Market Committee (FOMC). The Federal Reserve controls the country’s monetary policy with the dual mandate of stable prices and full employment with the goal of sustainable economic growth. Monetary policy is concerned with the amount of money and credit in the economy. The Federal Reserve is also in charge of regulating banks and other economically important institutions to protect depositors and ensure the safety of the financial system.

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Topics: dwm



A bond’s coupon rate vs. yield to maturity— know the difference?

Posted by The Dopkins Wealth Team

Jun 8, 2015 2:00:00 PM

The coupon rate tells you the annual amount of interest paid by a fixed income security. For example, a Treasury bond with a coupon rate of 5 percent will pay you $50 per year per $1,000 of face value of the bond. The coupon rate, however, tells you very little about the yield. For most securities, the yield is a good proxy for the return of the fixed income security (that is, how much you can expect your wealth to increase if you purchase the security) and is far more meaningful than the coupon rate. To illustrate, consider these two Treasury bonds:

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Topics: fixed income, bonds, dwm, bonds; fixed income, securities



Fixed Income Q&A: How to effectively harvest tax losses in bonds?

Posted by The Dopkins Wealth Team

Aug 19, 2014 1:53:36 PM

Q: How can you effectively harvest tax losses in bonds? 

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Topics: fixed income, municipal bonds, muni bonds, tax swap, investing in bonds, dwm, dopkins wealth management





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