McDonald & Barry Retiree Asset Management of Raymond James
Ned, Financial Advisor, & Jeff, Vice President Investments, lead a team that specializes in asset ma See our website WWW.MB-RAM.COM for additional details.
Services include: Retiree asset management; retirement income; separate managed accounts; stocks; taxable & tax free bonds; exchange traded & open & closed-end funds; REITs; commodities; alternative investments; asset & premium funded long term care insurance; term & cash value permanent life insurance; annuities; financial planning. Specialties include: Dorsey Wright point-and-figure technical an
20/12/2021
A welcome benefit to rising interest rates is investment opportunity for higher yielding bonds, write Drew O'Neil and Doug Drabik in our new Weekly Bond Market Commentary. Read more:
Individual Bonds in a Rising Interest Rate Environment www.raymondjames.com
13/12/2021
"When out in the markets stock prices got fatter,
Interest rates stayed low, as bond prices fell a smatter," says Doug Drabik in his latest holiday-themed bond market commentary.
06/12/2021
"Now is a good time to take a fresh look at your portfolio and assess whether or not your current asset allocation aligns with your intended targets, long-term goals, and risk tolerance." Doug Drabik discusses the current fixed income market conditions.
29/11/2021
Doug Drabik discusses ten reasons why fixed income should always be a core component to an investment strategy.
22/11/2021
"There are a great many market forces pushing and pulling on interest rates." Doug Drabik discusses the current fixed income market conditions.
Interest Rate Headwinds…a Tenacious Gust www.raymondjames.com
08/11/2021
Market participants are waiting to see when the FOMC will choose to exit the Zero Interest Rate Policy and raise the Fed Funds rate from the current range of 0.00-0.25%. Drew O'Neil discusses what that means for fixed income investors.
01/11/2021
"The two most recurrent questions we are receiving now concern inflation and interest rates." Doug Drabik discusses the current fixed income market conditions.
Sitting on the Sidelines IS Making a Decision… To Do Nothing! www.raymondjames.com
25/10/2021
Protect yourself from rising inflation by considering Treasury Inflation-Protected Securities or adopting a laddered strategy. Doug Drabik discusses.
18/10/2021
Drew O'Neil takes a look at the current state of the market and the ground we have covered year-to-date as we head into the final stretch of 2021.
12/10/2021
Trading and investing may seemingly be equivalent, but they are inherently quite different. Doug Drabik discusses.
Trading vs. Investing... Growing vs. Protecting www.raymondjames.com
27/09/2021
Drew O'Neil discusses why diversification should likely have a part in your portfolio construction.
20/09/2021
The fear of inflation is changing investor's long term planning and investing. Doug Drabik discusses.
Don't Let 30 or 60 Days of Data Eradicate Long Term Planning www.raymondjames.com
25/08/2021
With a few simple steps, you can show your children how to think for themselves, develop values and make sound decisions. Learn how to empower them to take control of their financial future.
Interest rates have dropped while our economy and earnings are doing well. Doug Drabik discusses why this is not so surprising.
30/07/2021
Each family is different so I recommend "running the numbers" before you choose any option for receiving your Social Security. :In any financially independent retirement, Social Security is bound to be a dominant factor. Here are a few ways those in the know help maximize their benefits. Security Planning. Contact us at www.mb-ram.com to continue the discussion.
What Savvy Investors Know About Social Security www.raymondjames.com
29/07/2021
Well written piece about what to consider. There's no one answer that's right for everyone, but here are some of the factors you should consider when making your decision.
Pay Down Debt or Save for Retirement? - www.raymondjames.com www.raymondjames.com
26/07/2021
Drew O'Neil draws comparisons between take-home pay and take-home income.
21/07/2021
This thought provoking piece is also applicable if you are already retired but looking for amore satisfying retirement. No schedule? No problem! Visualize what your first day of retirement will look like by taking into consideration these key areas:
19/07/2021
Doug Drabik discusses common questions about bonds. Click to read.
16/07/2021
Once you have read this piece check with us to actually "run the numbers". To get the most out of your hard-earned benefits, focus on developing the right plan for you and your family. Doing so could help you enjoy a comfortable retirement.
5 Considerations for Your Social Security Strategy www.raymondjames.com
14/07/2021
Jeff and I can work with you to establish your goals and tailor you documents to care out your wishes. Estate planning is more than just creating a will. Here's a look at the different documents you may need to prepare for yourself and your family. planning, planning. More information at www.mb-ram.com.
8 Essential Documents for Your Estate Plan www.raymondjames.com
12/07/2021
In case you are wondering what the outlook for our economy and the stock market is at this midpoint in 2021. The following brief update is a good starting point. We will discuss how to position your personal financial plan during our mid-year reviews. In the mean time enjoy! The domestic economic recovery remained on solid footing through June. Read why that may be better for equity investors in our monthly market recap:
www.mb-ram.com outlook
Stocks Lock in Mid-Year Gains; Growth Outlook Remains Strong www.raymondjames.com
09/07/2021
How good a "sorter" are you? If it feels like your objects own you, and not the other way around, try some of the tips above to free yourself. You might be surprised at how letting go of the past makes way for the future you've pictured for yourself.
Buckle Up and Pare Down: Shed the Excess Clutter www.raymondjames.com
07/07/2021
Excellent thought provoking questions to get you started finding the right solution for YOU! We are ready to be a part of that discussion - including "running the numbers".
Whether you end up going with the conventional advice or going your own way, a professional opinion on your retirement income strategy could help you make the most of your resources – and help you find the lifestyle that feels just right for you.
www.mb-ram.com planning security
When Should You Ignore Conventional Retirement Advice? www.raymondjames.com
28/06/2021
In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens. and finances, lessons for children. Learn more at www.mb-ram.com.
24/06/2021
If you're one of the financially fortunate in today's economy, we offer three keys to prepare for a negotiation on a big purchase such as your next car or home.
Ready to Negotiate on Your Next Big Purchase? www.raymondjames.com
21/06/2021
Creating a special needs trust can help an individual with a disability benefit from the trust's assets without jeopardizing their eligibility for government assistance programs. See our tips for implementing this important strategy:
Get to Know Special Needs Trusts - www.raymondjames.com www.raymondjames.com
17/06/2021
Here's the inside scoop from six well-known women about how they stay focused and achieve success in a distracted and demanding world.
Wise Words From Six Wildly Successful Women www.raymondjames.com
11/06/2021
Give people the true sense of knowing you by the legacy you leave behind. A little creativity, thoughtfulness and preparation will help you pass down your passion.
Passing Down a Passion to Your Loved Ones www.raymondjames.com
02/06/2021
Ready to retire? According to the MIT AgeLab, Americans can expect to live about 8,000 days in retirement. How do you plan to spend your time?
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