All Posts By

Bob French, CFA

Are Municipal Bonds Right for You?

By | Uncategorized | No Comments

No one likes paying taxes. We all want to minimize the amount of taxes that we owe, so we’re always looking for any tips and tricks we can find. Municipal bonds, or munis, often seem like a great solution since they’re billed as being tax free (which w…

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What Risks Are Worth Taking

By | Retirement Income Funding, Retirement Income Frameworks, Efficient Retirement Income, Safe Savings Rates, Spending Flexibility, Spending Goals, Long-Term Care | No Comments

Risk drives everything about your investments, but all risk is not created equal. For most investors (and most of the financial industry) dealing with risk is a lot like making sausage. People want what it gets them, the investment returns, but they do…

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Why You Make Profit From Investing

By | Retirement Income Funding, Retirement Income Frameworks, Efficient Retirement Income, Safe Savings Rates, Spending Flexibility, Spending Goals, Long-Term Care | No Comments

Almost everyone knows that they need to invest their money to help prepare for retirement. It’s one of the keys to getting where you want to go. The markets may (ok, they will) bounce around in the short-term, but over the long-term they have done very…

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