The ABCs of bond yields

Originally published on Retirees who want fixed income as part of their asset allocation have several alternatives to choose from. You can use bond funds, buy individual issues or a combination of the two. If you prefer funds, you can use exchange-traded funds or traditional mutual funds. You can further choose from using […]

Understanding your 401k plan

Ever since the Revenue Act of 1978, when the 401k plan was established by congress, 401k plans have played a major role in most Americans retirement planning. Even though over 60 million employees take advantage of their employer’s retirement plan, a surprising number don’t fully understand some of the important details in how their plans […]

Why trusts aren’t just for the wealthy

Originally published on Trusts are one of the essential tools of any estate plan. According to a recent study, over 70% of U.S. households with a net worth greater than $1 million use trusts. The probate process can be lengthy and expensive and should typically be avoided at all costs through the use […]

Learning the basics of bonds

Originally published on Sierra Sun Tahoe Tribune Fixed income investors today have had a difficult time finding yield with the record low interest rates we’ve seen. Bond investors can choose between using mutual funds or can purchase the individual bonds themselves, depending on what is more suitable for their own unique situation. If you […]

Measuring a stock’s valuation

Originally published on Sierra Sun, Tahoe Daily Tribune Legendary investor Warren Buffet once said, “Price is what you pay. Value is what you get.” Two major styles of investing are known as growth and value. Growth investors seek companies who are rapidly growing their earnings and profits. Value-oriented investors search for stocks who are […]

Closer Look at Tesla Motors’ Deal With Nevada

Originally published on KTVN Channel 2 News Robert Barone interviewed with KTVN regarding Tesla Motors deal with Nevada and the economic impact Tesla will have in our state. KTVN Channel 2 News – Closer Look at Tesla Motors Deal with Nevada