Month: February 2017

Muni Madness: A lot of variables affect tax-free performance

“Now that interest rates have finally risen…” is a phrase I wrote in jest, a mere six months ago, in this very column. I can now use these words in sincerity. And your collection of investments is potentially the better for it. We have contended that while the discussion of portfolio performance in the board …

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Push and Pull: Two-sided SBA market doubles your chance for success

Rufus Thomas, the late R&B impresario whose hit list included “The Funky Chicken” and “Walking the Dog,” was not known to be a market maker of Small Business Administration (SBA) 7(a) loans. It’s ironic, then, that he was talking about the two-sided benefits of both lending and investing in these products when he released his …

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