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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Sep 22, 2015

An analysis by The Wall Street Journal shows that some of the largest U.S. bond mutual funds have invested 15% or more of their money in what are referred to as “rarely traded securities”—bonds that do not trade quickly-- a practice that runs counter to long-held Securities and Exchange Commission standards. They found that many of the bonds currently being held in major bond funds could take 150 to 350 days to sell if redemptions came in heavily.

Companies operating large bond funds with more than 15% invested in bonds that trade sporadically include American Funds Inc., BlackRock Inc., Dodge & Cox, Loomis Sayles & Co., Lord Abbett & Co. LLC and Vanguard Group, according to the Journal’s analysis. In the Q & A segment, top rated real estate attorney Chris McNichol with Gust Rosenfeld of Phoenix joins the A Team to talk about investing in tax liens.