Medicare Plans??

The “safe money” opportunities are still to take advantage of higher interest rates. You can go with Treasury bills, CDs, multi-year guaranteed annuities (MYGAs), and others. These are all yielding over 5%, are safe (either guaranteed by the U.S. government or insurance), and these rates won’t be high forever, in my opinion. So lock ‘em in while you can.

The second opportunity is buying the beaten-up sector. I’ve been recommending a mortgage index mutual fund. This thing is dirt-cheap. The PE ratio is very low, it’s selling under book value, and paying over 10% yearly income.

Another play is an individual stock. It’s the largest hospital property owner in the U.S. It’s selling for about 2/3 book value, it’s down in price by 40% for one year, and is currently paying over 12% per year income. They’ve also, according to news articles, already begun fixing their tenant problems that led to this price drop. In the past three months it’s up over 14% in price. Looks promising.

If you’d like that HUD May Report mailed or emailed to you please text me at (719) 545-6442 or email RonPhillipsAdvisor@gmail.com

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This article is for illustrative purposes only. Ron is not recommending any investment security for you but just trying to educate the community. INVESTMENTS CAN AND DO DROP IN VALUE; THEY HAVE NO BANK OR OTHER GUARANTEE. He is licensed and regulated by the great State of Colorado.

Ron Phillips is The Investment INCOME Advisor, a Pueblo, CO native, and an independent business owner. Order a free copy of his book Investing To Win by leaving a message at (719) 220-3005. Visit RetireIQ.com or email RonPhillipsAdvisor@gmail.com

ON PAGE 14

Observations From The Cave

JAMES R. GRASSO Former Chief Cook & Bottle Washer