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Monthly Archives: October 2012
Financial Services Trick or Treat
A Trojan horse. A wolf in sheep’s clothing. Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading
Presentation at WAMIC Manager’s Meeting
Friday, October 19th Tom Batterman, principal of Financial Fiduciaries, LLC., was a presenter at the WAMIC (Wisconsin Association of Mutual Insurance Companies) Manager’s Meeting in Medford, Wisconsin. He discussed “The 10 Tips for a Year End Portfolio Tune-Up” as a … Continue reading
US Debt and the Future for Interest Rates
Many investment professionals believe interest rates on US Government debt are too low given the current budget deficit and the future fiscal drain of Medicare and Social Security as presently constituted and the risks these problems present relative to our … Continue reading
Posted in Financial Category, Government Category
Tagged bond funds, budget deficit, debt, developing market countries, economy, election, financial, financial outlook, financial state, government, Government bonds, interest rates, investment outlook, politics, stock market, US bond prices
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ANNUITIES
Why Annuities are the “Wizard of Oz” of Investments In these times of low-interest rates, many investors are tempted by purported “guaranteed” rates of return offered on some annuity products. As annuities can be the “Wizard of Oz” of investments—“Look … Continue reading
