Portfolio Review & Analysis

Portfolio Review & Analysis

By Julien B. Booth

September 29, 2015

NET-NET: Will the Federal Reserve raise rates into a chaotic Europe, Chinese devaluation, plunging commodity prices-surging US Dollar, and unstable global macro marketplace?

INTEREST RATES will be LOWER for longer. There is a compelling opportunity in tax-free bonds, closed-end funds, REITS, some mortgages, and selected bond-like stocks/MLP (utilities)