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September 2013 – The Financial Preserve from Lonier Financial Advisory LLC
Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Monthly Archives: September 2013

Know Where You’re Going Before You Buy A “Go Anywhere” Bond Fund

The financial services industry is quick to turn any new investor distress into a hopefully profitable if sometimes dubious investment product. Take bonds, for instance. Investment quality bonds, bought and held to maturity, are among the safest and most predictable investments. Annual income is a function of the coupon rate, and you get your principal […]

What Makes the Wheel Go Round

This is a fast-paced trip through the mechanics of the global economy—what makes the wheel go round. The animations are terrific and the tone is entertaining and informative. It quickly covers the whole economic landscape while revealing the hidden levers that underlie government debates and policy, debt, and the global economy. It’s all here—booms, busts, […]