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The Rules of Prudent Investing

Posted by Chad R. O'Connell AIF QPFC

Apr 5, 2017 12:21:25 PM

 

Overview: The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their financial goals.

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Topics: investment strategy, diversification, performance



Bond ladder: What it is and what you should know about them

Posted by The Dopkins Wealth Team

Nov 20, 2014 10:31:10 AM

Bond ladder defined

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Topics: bonds, investing in bonds, dopkins wealth management, investment strategy, investments, securities



Callable Bonds: What are they and what are their risks and returns?

Posted by The Dopkins Wealth Team

Oct 30, 2014 12:37:09 PM

Q: What are callable bonds? And what are the risk and return of callable bonds?

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Topics: fixed income, bonds, municipal bonds, muni bonds, investing in bonds, investment strategy



Bonds: Stay invested short term while waiting for interest rates?

Posted by The Dopkins Wealth Team

Oct 15, 2014 10:14:22 AM

Q: Should you stay invested in the short term while waiting for interest rates to rise?

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Topics: fixed income, bonds, investing in bonds, investment strategy, investments



Mortgage-backed securities explained

Posted by The Dopkins Wealth Team

Oct 2, 2014 12:34:10 PM

Q: What are mortgage-backed securities?

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Topics: investing,, investment strategy, mortgage backed securities



What are Preferred Stocks?

Posted by The Dopkins Wealth Team

Sep 25, 2014 5:26:49 PM

Q: What are Characteristics of Preferred Stocks?

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Topics: fixed income, investment strategy, preferred stocks, preferred vs. common stock



Muni Portfolio: Capture higher returns by lowering its credit quality?

Posted by The Dopkins Wealth Team

Sep 18, 2014 3:04:40 PM

Q: Can you capture higher returns on a municipal portfolio by lowering its credit quality?

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Topics: fixed income, municipal bonds, muni bonds, investing in bonds, investment strategy



Fixed Income Q&A: Brokered CDs vs. bank CDs

Posted by The Dopkins Wealth Team

Aug 28, 2014 9:39:59 AM

Q: What are the differences between a brokered CD and a bank CD?

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Topics: fixed income, brokered cds, investment strategy, investments, bank cds, certificates of deposit





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