November 9, 2018
Rising Rates and Your 401(k)
Do you know how ‘sensitive’ your bonds are to changes in interest rates? If you’re like most people, you own some bonds in your 401k, most likely within mutual funds and or exchange traded funds (ETFs). It’s important to know […]
September 12, 2018
Lenity in the news…
Mark Bova, Co-Founder of Lenity Financial is quoted nationally in Financial Planning Magazine! Check this out… How to Use ETFs to Hedge Against Interest Rates – Financial Planning Magazine READ MORE
March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
February 28, 2017
Does Volatility Equal Risk?
Does Volatility Equal Risk? If you were sitting at an advisory firm as I was in 1994, or if you were an investor, you will recall a few things about 1994 vividly: The Fed rate hike cycle sending bond prices […]
February 13, 2017
Considering Dividend Stocks in a Rising Rate Environment
Interest rates have been trending lower since the 1980’s. As interest rates were spiraling down, many investors turned to stock dividends as a way to increase the overall income in their portfolios. With stock valuations at all-time highs and some […]
“You can’t take advantage of an opportunity unless you know it exists.” -Mark Bova. Some say the trend is up for yields on the Treasury. Others say yields will remain historically low for quite some time. While it always depends on […]
November 28, 2016
Rising Interest Rates and the effect on your 401(k)
Do you know how sensitive your bond portfolio is to changes in interest rates? Here’s why it’s important to know… Recall what happens when the stock market falls in value. What happens to your 401k? If you have a generous […]
Up? Down? Who’s right? Does it matter?