As interest rates have continued their almost forty year decline (interest rates in the modern era peaked early in the Reagan Administration), more and more investors and savers have discovered that there is nothing “fixed” about fixed income investing.
…to Roth or not to Roth?
Have you ever thought about how we prepare for your review meetings? There’s more to our preparations than just printing off your performance documents.
Quarterly results for financial markets often resemble my favorite roller coaster at Arnold’s Park Amusement Park on the shore of West Lake Okoboji. It’s a local landmark having weathered the decades and being a mandatory experience for generations of families. Every nook and cranny of its circuit having been endlessly discussed and debated. I would hazard to guess that by now over a million passenger circuits have been made over the old wood structure. A million shrieks of fear, a million laughs for joy and a million memories made.
I was lucky to start my career at a small ﬁrm in Cedar Rapids, Iowa, Securities Corporation of Iowa (SCI). Lucky, in that SCI put an emphasis on teaching its brokers how to be portfolio managers and the CEO, John Knapp, took a particular interest in instructing the youngest members of the ﬁrm.
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