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What’s the Best Way to Save for My Grand Children?

Last updated on March 23rd, 2022 at 09:16 pmNJ.com (Sept 2, 2021) — When I was a kid, I had a passbook savings account that …

Can I get Social Security from my wife and myself at the same time?

Last updated on March 23rd, 2022 at 09:13 pmNJ.Com (August 31, 2021) — My wife is four years older than me and she started collecting …

Empowering Widow Clients - Round the Table Magazine

Empowering Widowed Clients

Last updated on October 5th, 2021 at 06:43 pmROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with …


Bonds Part 5: Reinsurance Bonds

Reinsurance bonds also called Catastrophe bonds are a unique asset class, one whose performance has little relationship to the bond and stock market hence their unique value. Here we explain what reinsurance bonds are, how we can invest in them and what value they add to a diversified portfolio.

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Atlas – Our Portfolio Development Process

Our process at Atlas is different from most firms in the video accompanying this blog we were asked some specific questions about our process.

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All About Bonds Chapter 3: Municipals :

Municipal bonds are generally tax free as we mentioned in the first couple of parts to this series. There are taxable municipal bonds, but we will leave a discussion of those for another section.

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