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Should You Sell Stocks When Bonds Pay Higher Interest Rates?
Key Takeaways: “Why would I own stocks when bonds pay 5%?” After decades of low interest rates, it’s…
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New York Tax-Equivalent Yield: The City, State and NIIT Stack on Interest Income
Most tax-equivalent yield calculators stop at the federal rate. For a New York City resident that leaves out…
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California Tax-Equivalent Yield: Municipal Bonds, Treasuries After-Tax Calculator
California has the highest top income tax rate in the country, and that significantly impacts the after-tax return…
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TIPS Spread – Breakeven Inflation Rate for Treasuries
What Is the TIPS Spread? The TIPS spread is the difference in yield between a Treasury bond and…
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Tax-Equivalent Yield Calculator: Compare Treasuries, CDs and Municipal Bonds After Tax
How do you know if a corporate bond fund is a better investment than a treasury bond, or…
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A Value Opportunity in Third Party Trust Preferreds
Uncovering any type of value has been tough in this market. Stocks are trading at their highest multiples…
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The Relationship Between a Bond’s Price and a Bond’s Yield
In a 2012 survey only 28% of respondents were able to correctly answer this question: “If interest rates…
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What Do You Know About Savings Bonds?
Many have memories of receiving a savings bond from Grandma and keeping it locked away for decades, with…
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Treasury Bills, Notes and Bonds – What’s the Difference?
What is the difference between a government Treasury bill, note or bond? What are typical uses for investments…
