by Springwater Wealth | Jul 10, 2018 | Newsletter
Since second quarter performance results were made available last week, we’ve received a few inquiries from clients asking about investment returns. Some have been surprised at the returns since the beginning of the year. These inquiries provide an opportunity to...
by Springwater Wealth | May 8, 2018 | Newsletter
If you follow interest rates, you may have noticed that the 10-year Treasury note recently closed above 3.00% first time since December 31, 2013. So, what does this mean to you? Let’s start by noting that bond yields rise when bond prices drop. So, when the yield on...
by Springwater Wealth | Apr 17, 2018 | Newsletter
Yesterday one of our clients asked us for the cost basis for a corporate bond that had been in her portfolio. It matured last year (2017) and the principal was returned to our client. Her CPA was working on her taxes and needed to know what our client originally paid...
by Springwater Wealth | Mar 20, 2018 | Newsletter
The long-running battle for the interests of American investors continues. Imagine that your doctor writes you a prescription for a certain medication – even though a better, less expensive option is available – and receives a commission from the drug company for the...
by Springwater Wealth | Feb 20, 2018 | Newsletter
With the Federal Reserve planning to continue gradually increasing short-term interest rates, investors should be familiar with the concept of “duration” for fixed income investments. Most investors will understand that a bond’s...
