Foundations Asset Management, LLC is an independent wealth management firm dedicated to serving affluent clients, business owners and professionals by providing comprehensive, integrated planning and investment services. Our partnering with a local CPA firm provides access to knowledge and advice not usually found in other advisory firms.
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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Fed bond buying, along with a pledge to keep interest rates near zero for as long as needed, helped to calm the nerves of investors and to keep money flowing into corporate debt. Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates - and are subject to more risk - than U.S. Treasury securities with comparable maturities.
If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider. There are a variety of ways to make transfers to children that are not treated as taxable gifts.
Buying a home is a long-term commitment, so it's not surprising that older Americans are much more likely than younger people to own their homes "free and clear" (see chart). If you have paid off your mortgage or anticipate doing so by the time you retire, congratulations! Owning your home outright can help provide financial flexibility and stability during your retirement years.
The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides. An equity REIT - the most common type of REIT - is a company that uses the combined capital of a large number of investors to buy and manage residential, commercial, and industrial income properties.
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