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Monthly Archives: December 2016

Dec
14

Bond Rout and the Power of Compound Interest

The bond market has been pulverized in the past few weeks and for those who have anything beyond short maturities (5 years or so) are probably facing some substantial declines in the principal.

For example,

BOND ROUT – Our nation’s 2% coupon 10-year Treasury note with a par value of $1,000 was trading for $1,093 as of the close of trading on Monday 11/07/16 (i.e., the day before the presidential election), resulting in a current yield of 1.83%. The same 2% coupon 10-year Treasury note with a par value of $1,000 was trading for $811 as of the close of trading last Friday 12/09/16, resulting in a current yield of 2.47%. Thus, the value of the 10-year Treasury note has fallen 26% in the last 5 weeks since the early November election (source: BTN Research).

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forbes-insight
Dec
07

Forbes list of America’s Top Wealth Advisors

Re-capping an eventful year as we head down the home stretch to 2016, we take great satisfaction in being named to this year’s Forbes list of America’s Top Wealth Advisors. It’s through the hard work and dedication of the entire Corda team that makes it possible for our firm to receive this prestigious award. Managing through tumultuous periods and keeping our focus on the value, dividend, and sometimes contrarian nature of our investing philosophy can certainly lead to good results over the long term. Once again, this year proved why such a strategy is geared for those dedicated and loyal to its core long term focus. We do not plan to deviate from that combination as we look forward to the upcoming years as our stable of businesses can potentially enhance their revenues, earnings, and dividends and drive returns where we can ultimately seek to foster peace of mind amongst all of our clientele. Thank you for being part of that journey.

Click here to read the full Forbes article