A Collateralized Loan Obligation (CLO) is a single security comprised of various corporate loans, generally used in institutional investor portfolios for stable cash flow. The loans are initially sold to a CLO manager, who then bundles multiple loans with a similar credit rating together and manages it as a single unit, actively trading to add…

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Listen to Retirement Solutions Radio show, “If You’re Not Having These Conversations About Retirement…….You Need to Start Now!” to hear strategies from B.O.S.S. Retirement Solutions’ CEO, Tyson Thacker and President, Ryan Thacker as they cut through the jargon and misconceptions surrounding retirement to give you the tools you need to achieve a secure and independent…

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Index funds are generally comprised of public companies grouped by market capitalization. For example, you may have a large cap index fund linked to the S&P 500 Index, or a small cap index fund linked to the Russell 2000. Smart beta funds are similar, but instead of market capitalization, the index holdings are grouped by…

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Crossing items off a bucket list is one of the things pre-retirees look forward to most. However, there are some things to check off during your working years that could make retirement even more enjoyable. If you have dreams of climbing Mount Kilimanjaro or touring Napa’s wine valley, you might consider giving something on your…

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