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“Fixed Income Investing” Presentation by Scott Anderson for the spring 2021 workshop series

Investors have been nervous about the possibility of rising interest rates for a number of years now.

“Trustee and Executor Duties” Presentation by Richard Huntington for the spring 2021 workshop series

“Equity Investing” Presentation by Michael Allbee for the spring 2021 workshop series

While passive investing is more popular among investors, there are arguments to be made for the benefits of active investing, as well.

“Fixed Income Investing” Presentation by Julie Bray & Peter Kote for the fall 2020 workshop series

What does the dealer earn in the sale of municipal bonds? Why is the transaction cost never listed when prices for bonds are quoted? Are individual dealers able to set their own prices for the bonds they offer? How much of a cut do they usually take?

Market volatility and minuscule margin for error force Cowley from long-only investments; thrill is gone

Range Of Returns on Stocks: 1926 to 1997

Dimensional Fund Advisors is entering the world of exchange-traded funds where anyone with a brokerage account will have access to at least three DFA strategies.