Here are some recent updates from this month, including some new investments and some thoughts on how the market is setting up in terms of the economic outlook, interest rates and higher yielding (dividend) stocks. New Investment – Chubb Limited (CB) Insurance is an interesting industry in which to invest. When run properly, it can…
Why I’m revamping our “Income” Holdings
I’ve been reworking the stock holdings within the income allocation of portfolios all year. To offer some background, I break portfolio allocations into two segments, Growth and Income, and fit clients based on the amount of volatility that’s appropriate for their retirement/financial plan. These days, “Income” oriented investments don’t offer much in the way of…