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Blue Haven Capital

Blue Haven Capital is a fee-only investment management company offering low cost, well diversified investment management to individuals across the nation focused on growth over time, with over 25 years of experience.

http://www.bluehavencapital.com/

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Blue Haven Capital | bluehavencapital.com Reviews

https://bluehavencapital.com

Blue Haven Capital is a fee-only investment management company offering low cost, well diversified investment management to individuals across the nation focused on growth over time, with over 25 years of experience.

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blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital

Thursday, September 17, 2015. Federal Reserve Holds Interest Rates at Zero. What does this mean for the average consumer? Interest rates will remain low and hopefully the economic recovery we have seen (lower unemployment, higher home sales, etc) will continue. Interest rates in the 10 year part of the Treasury curve dropped very slightly on the Fed's announcement and the stock market remained up slightly for the day. Saturday, August 29, 2015. 6 Steps to Finding An Investment Advisor Who Works For You.

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Blue Haven Capital: High Yield Bonds in Rising Interest Rate Environments

http://blog.bluehavencapital.com/2015/03/high-yield-bonds-in-rising-interest.html

Sunday, March 29, 2015. High Yield Bonds in Rising Interest Rate Environments. Are there bonds that maintain their price in rising environments? Or, better yet, are there bonds that rise in price slightly when rates rise? There is no way to remove volatility entirely from a portfolio, but with careful consideration, one can at least mitigate some of that volatility. Subscribe to: Post Comments (Atom). Blue Haven Capital Blog. Donald Cummings- Blue Haven Capital. Blue Haven Capital Home Page.

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: May 2014

http://blog.bluehavencapital.com/2014_05_01_archive.html

Sunday, May 4, 2014. If You're Not Confused, You're Not Paying Attention". What a wonderful quote from Tom Peters. And his book " Thriving on Chaos: Handbook for a Management Revolution. On Friday, May 2, we got some important economic numbers. Without getting too technical, the numbers pointed to lower unemployment and a higher number of jobs created in the US. Good stuff, right? However, bonds on Friday rallied, ie, went up in price. Why? The negative Nellies outweighed the positive Petes, and bonds ra...

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: January 2014

http://blog.bluehavencapital.com/2014_01_01_archive.html

Saturday, January 4, 2014. Dimensional Fund Advisors Philosophy. Was recently featured as the cover story. Highly recommends that investors look for Registered Investment Advisors that have access to Dimensional Funds. The investor will most likely find himself or herself working with a firm that has embraced the low-cost approach, is comfortable with the Dimensional Funds 3 Factor Model. Subscribe to: Posts (Atom). Blue Haven Capital Blog. Donald Cummings- Blue Haven Capital. Blue Haven Capital Home Page.

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: April 2014

http://blog.bluehavencapital.com/2014_04_01_archive.html

Monday, April 28, 2014. Two weeks ago we wrote about a bear flattening. And discussed the especially vulnerable short end of the curve. Since that writing, 5 year Treasuries have moved from 1.58% up to 1.74%. The 30 year has gone from 3.48% to 3.49%. The curve is flattening and it is flattening from the most manipulated end: The short end. So what is causing the slow rise in interest rates when everyone expects a slightly faster rise? If the economy keeps growing, and when banks reach the ratios that are...

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: November 2014

http://blog.bluehavencapital.com/2014_11_01_archive.html

Tuesday, November 25, 2014. A" Shares May Have Highest Redemptions in 21 Years. Morningstar estimates that "A" shares, the most common mutual fund share class among retail investors, may have its largest redemption year in history in 2014. Over $122 billion dollars have been removed from "A" shares so far this year, and the number is still growing. Where does that $6000 go? Why, it goes to the commission stock broker's pocket, and to the bottom line of the brokerage firm he or she works for!

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: October 2014

http://blog.bluehavencapital.com/2014_10_01_archive.html

Thursday, October 23, 2014. IRS Raises Retirement Plan Contribution Limits for 2015. The IRS announced today that contribution limits for some retirement plans will be going up for 2015. The IRA contribution limit will remain at $5500 and the "catch-up" limit remains at $1000. SEP IRA and Solo 401ks. Contribution limits on SIMPLE IRAs have gone up slightly, from $12,000 in 2014 to $12,500 in 2015. Also, the "catch-up" limit is now $3000 rather than $2500. Wednesday, October 15, 2014. The New York Times r...

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: The Increasing Attractiveness of Bond ETFs

http://blog.bluehavencapital.com/2015/03/the-increasing-attractiveness-of-bond.html

Sunday, March 8, 2015. The Increasing Attractiveness of Bond ETFs. Writer for the Wall Street Journal, recently wrote an article discussing the increasing popularity of bond ETFs among institutional buyers ( Institutions Pour Cash Into Bond ETFs. Subscribers only) . According to Burne, institutional investment in bond ETFs has more than doubled in the past couple years. Subscribe to: Post Comments (Atom). Blue Haven Capital Blog. Donald Cummings- Blue Haven Capital. Blue Haven Capital Home Page.

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: August 2014

http://blog.bluehavencapital.com/2014_08_01_archive.html

Sunday, August 3, 2014. Why I Recommend Only Garrett Planning Network Fee-Only Planners. Often, I'll get questions like "Do I have enough insurance? Or "What sort of pension split should I sign up for if both my partner and I are healthy and the same age? Too often, when I tell them I don't get involved in insurance, people say they'll ask their insurance agent. Really? They'll ask their insurance agent if they have enough insurance? That's usually when I recommend a Garrett Planner. For many years, mone...

blog.bluehavencapital.com blog.bluehavencapital.com

Blue Haven Capital: March 2015

http://blog.bluehavencapital.com/2015_03_01_archive.html

Sunday, March 29, 2015. High Yield Bonds in Rising Interest Rate Environments. Are there bonds that maintain their price in rising environments? Or, better yet, are there bonds that rise in price slightly when rates rise? There is no way to remove volatility entirely from a portfolio, but with careful consideration, one can at least mitigate some of that volatility. Sunday, March 8, 2015. The Increasing Attractiveness of Bond ETFs. Subscribe to: Posts (Atom). Blue Haven Capital Blog. High Yield Bonds in ...

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WE FOCUS ON YOUR. SO YOU CAN FOCUS ON YOUR. WE FOCUS ON YOUR INVESTMENTS. SO YOU CAN FOCUS ON YOUR PASSIONS. You Build Your Life, We Build Your Portfolio. Low Cost, Highly Experienced Investment Management Strategies. We are a fee-only investment management company offering low cost, well-diversified investment management to individuals across the nation. We focus on broad diversification and efficient exposure to markets to meet both your current financial needs, and your long-term financial goals.

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