Hobgood Peatross Investment Group’s philosophy centers on trust. We are committed to remaining true to the long-term goals of all of our clients by structuring an optimal portfolio based on an individualized asset allocation model.
Our experience, knowledge and integrity offers our clients the opportunity to achieve their plans for the future while gaining peace of mind today.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.