Low Risk Municipal Bond Funds

Municipal bonds and muni funds remain a source of concern for investors. Baby boomers and retirees like the tax-free income but significant risks remain. Although we like to think that a municipal bond fund balances those risks out through diversification, some funds apparently are doing a better job than others at managing risk. Read more

Low Cost Investments for Your Portfolio

This post is a brief reminder about the need to understand and control investment costs in your retirement portfolio. Costs of investment include transactional costs (e.g., buying and selling commissions), maintenance costs (account and advisory fees), and fund expenses. Read more

What’s Gone Wrong With Municipal Bond Funds?

Many investors preparing for retirement have become concerned about the drop in market value of municipal bonds and funds in 2008 and 2009. Let’s take a closer look. Read more