Anthony (Tony) Winkels holds an MBA from The Wharton School of the University of Pennsylvania, and is Managing Partner at Fortis Wealth Management

The Benefit and Availability of Investment-Grade Bonds

The Benefit and Availability of Investment-Grade Bonds

Anthony Winkels Writes on Investment-Grade Bonds

As we navigate the turbulent market volatility that long-term investors inevitably encounter from time to time, high-quality debt securities can play a critical role in providing a well-diversified investor’s portfolio with relatively stable cash flow and the flexibility to rebalance asset allocations as appropriate.  The end of March 2020 saw a record amount of investment-grade bond issuance, as companies with high credit ratings sought to raise cash and ensure sufficient liquidity to successfully maneuver through near-term economic uncertainty.

Read more on this subject here: https://www.nytimes.com/reuters/2020/03/27/us/27reuters-usa-companies-debt.html

Important Considerations Regarding 401(k) Accounts

Important Considerations Regarding 401(k) Accounts

Compelling Reason To Consider Refinancing

Compelling Reason To Consider Refinancing