Julie on the economy

The last decade has familiarized us to the aftermath of financial bubbles. We all remember the dot-com bubble when even grandmothers were investing in IPO’s! Then the real estate bubble popped leading to the market decline of 2008 -2009. Because I have been in this business for over a decade, experience leads me to conclude that at some point in the not too distant future what many think of as a safe investment may become much less than that. The bond bubble will be our next bubble to burst. Interest rates are at an all time low and bonds are overvalued.

Be proactive. We are repositioning many of our clients. Some bond sectors are more relevant than others and other investment vehicles can often give you similar diversification. Call soon for your personal review.