fbpx

Month: July 2013

Expect cost shifts, increases in retirement

by

The Bakersfield Californian July 30, 2013 My client, who I will call Sam, came roaring into my office the other day. He was in a foaming rant over toilet paper. At first, Sam did not seem to be making much sense. Resisting the temptation to laugh, listened intently to Sam until I finally figured out … Read more

Portfolio Newsletter 2Q 2013

by

I’ve been getting quite a few questions lately on what will happen with bond funds in the portfolios when interest rates begin to rise. This is a very good question. At some point, the Fed will start raising interest rates. When interest rates do rise, bond prices will fall. Falling bond prices lead directly to … Read more

Disclosure

Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

Steven Van Metre and AFA disclaim responsibility for updating information and disclaim responsibility for third-party content, including information accessed through hyperlinks. Prior to making any investment decisions, one should seek qualified financial, tax or legal advice as it pertains to their situation and not base any decisions on a blog post, online review or third-party content.

Portfolio Shield™ and Momentum Timer Pro™ are unregistered trademarks of Steven Van Metre Financial.

Copyright © 2021 Steven Van Metre Financial. All rights reserved.