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Karpus Investment Management
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Reduce risk. Grow wealth.
Reduce risk. Grow wealth.

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The importance of a budget never really goes away but it doesn’t have to be as scary as some make it out to be.  I’ll review three stages in life and the types of things that could be in your budget at those times.

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Closed-end funds are a misunderstood investment. Unfortunately, when something is misunderstood, it is often pushed to the side with something else taking its place. For long-term investors though, closed-end funds are investments worth taking the time to understand.

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February marks an exciting time of year. The holidays have passed and the Super Bowl is upon us. The teams still playing tend to be the best prepared, most adept at executing a game plan, and are able to make strategic adjustments should the environment dictate the need to do so. The same attributes are important when we analyze our financial goals for 2017 and beyond.

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The first federal minimum wage was set at 25 cents in 1938. Adjusted for inflation, that would be worth $4.13 today. The rate has been adjusted upwards many times since then, most recently in July of 2009.

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Now that the dust has settled after a grueling election and we have a new president-elect, it’s time to reassess positions within your portfolio. When it comes to Trump’s impact, there are no simple answers yet today, but seemingly many questions. We do know that Mr. Trump has called for individual and corporate income tax cuts, a reduction in regulations, and increased infrastructure spending to boost job growth in the U.S.

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Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #1 ranking in U.S. Municipal bond performance over the last ten years through 6/30/2016. Our 6.53% return surpassed the category average of 4.42% which equates to $341,871 more per million invested over 10 years.

Broadridge measures the top managers’ returns, net of fees, and includes 147 investment managers nationwide that reported municipal bond returns for the entire ten year period.

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Modern portfolio theory has been at the core of many investors’ decision making process, with the focus being on the efficient market hypothesis. The theory is based on 3 basic assumptions: (1) the markets are efficient, (2) investors all have the same access to information, and (3) investors are rational in their investment decisions. The last assumption, that investors are rational, has been challenged by another field of study referred to as behavioral finance. Behavioral finance examines how investors’ behavior impacts markets on a micro and macro level. One thing that has arisen is the fact that not all investors act in a rational manner when making investment decisions. When they deviate from rational behavior it is often a result of a bias to which the investor is not often aware.
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