03-21-2017, 06:40 AM
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#28
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Senior Member
Join Date: Nov 2016
Location: Waltham Ma./Meredith NH
Posts: 3,748
Thanks: 1,961
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Quote:
Originally Posted by ITD
Yeah, I would be very careful with financial people. My case, 15+ years with this guy, through several crashes and every one of those years has been great. Latest acquisition is energy partnerships, we don't try to time, but things worked out great, big gain, huge increase in dividend payout after tax over the bonds sold/called. I sleep well, worth every penny. Rates going up, not a good time to be caught with a lot of bonds.
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Thanks for the tip. I'm good! 
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