VictorWealth

11/30/2023

The shock of unexpected policy rate change lasts for many years afterward.

Monetary policy is often regarded as having only temporary effects on the economy. Let's take a look back at our letter that asked if monetary policy has long-run effects: sffed.us/45ACwXO

11/07/2023

Government Money Market funds invest in short-term U.S. government debt securities with holdings in U.S. Treasury obligations or repurchase agreements and offer a convenient way to access potentially higher yields on cash.
The current yield is touching the 5% as of 11/06/23.

11/07/2023

You wouldn’t turn down free money.
With pre-tax. contributions, you'll defer taxes until retirement and reduce your current taxable income. With after-tax. (Roth) contributions, you'll pay taxes now—but your money can potentially grow tax-free and you won't owe taxes when you withdraw it.

11/07/2023

Tax-loss harvesting offers a way to salvage some value from losing positions in your portfolio by using capital losses to offset gains and ordinary income. This strategy can ultimately lead to a lower tax bill during tax season.

11/07/2023

Long term Taxable Munis offer attractive yields over treasuries.

11/06/2023

Municipal index yields and taxable equivalent yields are above decade highs while offering attractive after-tax yield pickup vs. corporate credit.

11/06/2023

Although cash rates are currently attractive, investment-grade credit yields are offering outperformance.

11/06/2023

The Fixed Income will offer diversification benefits to the portfolio in a normalizing inflation environment.

11/06/2023

Income from municipal bonds issued by state, city, and local governments (municipal bonds, or munis) is generally free from federal taxes. * You will, however, have to report this income when filing your taxes. Municipal bond income is also usually free from state tax in the state where the bond was issued.

11/06/2023

The momentum is multiplying for your Fixed Income portfolio return if the Fed stops hiking rates:

11/06/2023

Once the Fed's rate hike peaks, the potential returns of Fixed Income portfolio is maximized:

11/06/2023

The potential for monthly income from fixed income is even higher now than shown in the graph.

Take advantage of the high yields, Contact Us:
https://victorwealth.com/open-an-account/