We hear it all the time. It’s usually spoken in a lowered tone as if it may be found offensive: “I don’t know if their account is big enough for you.” Clients, friends, and acquaintances are often fearful that the people they refer to us won’t have enough money to invest, and therefore won’t get enough of […]
Over the past two years we have seen a significant rally in the bond market due to the Federal Reserve’s decision to keep interest rates low. This run up in bond prices raises questions surrounding profit taking and tax management. In this post I will walk you through an example of how bonds work.
Leverage is often used to increase returns, but when used properly, leverage can add protection to your portfolio. Click below to view our Prezi presentation. Vodia Capital: Protect Your Portfolio with Leverage on Prezi