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The Income Challenge: Income Strategies for Changing Interest Rates

As an investor, how can you avoid taking on additional risk, retain flexibility, and still get an adequate income on your investments in this changing interest rate environment?

In this workshop we will exam the current interest rate environment, explore strategies to remain flexible as rates change and review the advantages and disadvantages of a variety of income-oriented investments including:

Dividend paying stocks

Preferred Stocks

Tax free municipal bonds

Closed-end funds

Covered calls

Real estate investment trusts (REIT)

The Bedminster Group is a registered investment advisor and does not offer investments for sale. This is an educational workshop.

Steven Weber is the principal investment advisor and portfolio manager for the Bedminster Group. Mr. Weber founded the Bedminster Group in 1997, and has 25 years experience as a financial advisor with both PaineWebber and Rauscher Pierce Refsnes.

Meet Steven


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