Selected Reading

Educated Investor

Overview: Personal finance and investments are among the most complicated topics facing young adults. Following is advice for young adults in the key areas of saving money, paying off debt, purchasing a home, buying insurance and investing.

Read more: Five Decisions That Will Shape Your Financial Future

Market Insights

Our process for managing credit risk in individual municipal bonds goes well beyond the credit ratings that they are assigned by credit rating agencies. While we believe these ratings have value, and they are one piece of information we consider, we also evaluate other parameters such as the bond issuer’s municipal market sector, municipality revenues and financials.

Read more: Managing Municipal Market Credit Risk

Other Articles

Overview: As stock prices have gyrated wildly, many investors have behaved in a perverse fashion, selling low after having bought high. Individual investors bear some responsibility for ill-advised responses to the ups and downs in the market, but they are not the only ones to blame.

Read more: The Mutual Fund Merry-Go-Round

Educated Investor

Overview: Bill Schultheis wrote the first edition of The Coffeehouse Investor in 1998, and ever since he has been educating investors about the importance of following his book’s edict — how to build wealth, ignore Wall Street and get on with your life.

Read more: A Q&A With Bill Schultheis, The Coffeehouse Investor