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Hey, Check Out Our New Website – www.sigmainvestments.com

Yesterday we launched our new website.  Please take a look and tell us how you like it. Special thanks to Tamika Hall for spearheading this effort and to Chris Frayne and Marisa Lenhard for their countless hours devoted to content.  Finally, it is never ready until compliance weighs in – thank you Shari Bilkie! Bob Bilkie, […]

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Sigma Celebrates 40 Years

Many couples when celebrating an anniversary exchange cards and go out for dinner. When a company celebrates an important milestone, generally they choose to throw a gala celebration and wine and dine their clients and colleagues. Late last year the Sigma team discussed our 40thanniversary approaching and how we would choose to celebrate it. Instead […]

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Bernanke’s September Surprise

Last Thursday Ben Bernanke surprised investors by announcing the Fed was going to indefinitely continue its efforts to stimulate economic growth. It has been doing this by buying $85 billion per month of bonds and keeping long-term interest rates low. Earlier in the year, Bernanke, citing an improving economy, hinted that the Fed may taper […]

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Detroit was an Investment Too Good to Be True

Our investment committee found a recent WSJ article regarding the impact of Detroit’s bankruptcy on a number of European banks quite interesting. The article gave some detail surrounding Detroit bonds structured by UBS and sold to a number of European banks in 2005. At the time, Detroit was struggling to fund its pension obligations and […]

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A Low Tax Bill Does Not Mean a Poor Investment Year

During a recent portfolio review with one of my clients, she asked me why she didn’t have to pay any taxes last year even though her portfolio had substantially increased in value. She said the income and gains reported on her tax return were minimal. She was expecting a large tax bill given the portfolio […]

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Annuity Refresher

Last week at a luncheon I attended everyone in the room was asked to introduce themselves and give a brief overview of what they do. One woman’s introduction stood out. She introduced herself and then said “I sell people lifetime income streams. I don’t deal in stocks, bonds, or mutual fund investing. I give people […]

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