COVID-19 UPDATE: We are committed to serving you during these uncertain times. Our staff is available via phone, email and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.
The ingenuity of brokerage firms and mutual fund managers never ceases to amaze us. Every time we blink an eye, a new type of hedge fund or mutual fund enters the market with a well-thought-out name, promising to be the next great investment opportunity.
A common expression in life is, "There's no such thing as a free lunch." In other words, it’s virtually impossible to get something for nothing. However, in our approach to investing, there are a few “free lunches” that we’re able to exploit and feed to our clients.
1941 is best known as the year that Japan bombed Pearl Harbor and the U.S. entered into WWII, but it is also the last time that interest rates were as low as they were at the end of 2012.
Many investors will buy mutual funds for the common stock portion of their portfolio but prefer individual bonds for the fixed income portion.
At Resource Consulting Group, we believe in using strictly short-term bonds in building the fixed income portion of portfolios. To explain why, we must begin by asking, “Why do we invest in bonds in the first place?”