THE WEALTH STRATEGIST
July 28, 2008  Volume 3 | issue 9
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Proceed with Caution: Auction-Rate Securities

David N. Smith, CFP®, ChFC, CLU

Auction-rate Securities are a form of long-term paper- either municipal bonds, preferred stock, student loans or collateralized debt obligations- whose interest rates are reset every seven to 49 days through an auction process.  As bank liqui...

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Benchmarks “A Useful Tool for Every Investor”

Scott R. Schatzle, CFP®

An investment benchmark is an instrument used by investors to measure how an investment performed in relation to the broad stock market. Selecting the correct benchmark will give you a comparable gauge to measure your portfolio performance.  ...

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