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Abbie Latif Kauffman Schmidt
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Bond Yields Rise Amidst Stock Market Volatility

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06/10/2020
By John Doe, Author | 06/10/2020

 

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Key elements of our management process

Portfolio management
Strategic asset allocation
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Company research
Risk management
Learn about our process
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Retirement

Retirement accounts can offer certain tax benefits and potential long term growth, making your money work harder for you.

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If you recently changed jobs or want to take your investments in another direction, you have options to move your retirement assets.

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General

If you need to access money for the here-and-now, consider this for short term goals like home renovations while pursuing long-term growth.

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Kids

Give your kids an early advantage with a custodial account to help supplement their education savings and more.

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Business & Organization

Retirement accounts can offer certain tax benefits and potential long term growth, making your money work harder for you.

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Yields (for periods ending as 09/30/2020)

12 Month Distribtution

3.45%

30 Day SEC

2.96%

30 Day SEC Pre-Waiver

2.96%

Monthly Distribtution

3.13%

 

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We are able to anticipate most of these forces over the past several years.

 

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Non enim praesent elementum facilisis leo vel. Diam vel quam elementum pulvinar etiam non. Purus sit amet luctus venenatis lectus magna fringilla urna porttitor. Dignissim convallis aenean et tortor at risus viverra adipiscing. Tempor commodo ullamcorper a lacus vestibulum sed. Eleifend donec pretium vulputate sapien nec sagittis aliquam. Volutpat sed cras ornare arcu dui vivamus arcu. In mollis nunc sed id semper risus. Odio euismod lacinia at quis risus sed vulputate. Scelerisque felis imperdiet proin fermentum leo. Dignissim suspendisse in est ante in nibh. Pretium lectus quam id leo in vitae turpis massa. Faucibus a pellentesque sit amet porttitor eget. Ultricies integer quis auctor elit sed vulputate mi sit. Enim ut tellus elementum sagittis vitae et leo duis. Vel risus commodo viverra maecenas accumsan lacus. Tempus urna et pharetra pharetra massa massa.

 

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1 Morningstar seeks credit rating information from fund companies on a periodic basis (e.g. quarterly). In compiling credit rating information Morningstar accepts credit ratings reported by fund companies that have been issued by all Nationally Recognized Statistical Rating Organizations (NRSROs). For a list of all NRSROs, please visit https://www.sec.gov/ocr. Additionally, Morningstar accepts foreign credit ratings from widely recognized or registered rating agencies. If two rating organizations/agencies have rated a security, fund companies are to report the lower rating; if three or more organizations/agencies have rated a security, fund companies are to report the median rating, and in cases where there are more than two organization/agency ratings and a median rating does not exist, fund companies are to use the lower of the two middle ratings. PLEASE NOTE: Morningstar, Inc. is not itself an NRSRO nor does it issue a credit rating on the fund. An NRSRO or rating agency ratings can change from time-to-time.

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