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BusinessWeek January 31, 2005 Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. |
BusinessWeek January 23, 2006 Lauren Young |
Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise. |
Financial Planning May 1, 2006 Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax. |
BusinessWeek February 4, 2010 Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Financial Advisor May 2008 Marla Brill |
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career. |
The Motley Fool May 20, 2010 Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
Financial Planning January 1, 2005 Janet Aschkenasy |
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal. |
Financial Advisor June 2008 Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments. |
Financial Planning January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
Financial Planning July 1, 2005 Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
Registered Rep. July 1, 2005 Stan Luxenberg |
A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names. |
BusinessWeek January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
Registered Rep. May 1, 2004 Stan Luxenberg |
Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar. |
The Motley Fool November 19, 2009 Dan Caplinger |
These Investments Are Far From Risk-Free Don't get seduced by bonds. |
Financial Advisor September 2005 Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
BusinessWeek January 31, 2005 |
Tapping States for a Tax-Exempt Fund Reid Smith of the Vanguard High-Yield Tax-Exempt Fund on why general-obligation bonds look good to him now. |
Investment Advisor September 2005 Angelina Dance |
S&p Mutual Fund Sector Focus: The Global Itch? With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low, some fixed-income investors are seeking alternative vehicles, including global bond funds. |
BusinessWeek January 22, 2007 Lauren Young |
Meet The Funds That Perform Taking the guesswork out of picking mutual funds. |
Financial Advisor January 2011 Alan Lavine |
Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates. |
Registered Rep. April 1, 2006 Stan Luxenberg |
Forecasting for Dollars For many investors, the typical bond-fund manager's cautious approach is fine. But some clients may prefer one of the few funds that still aims to stand far out from the pack. These active managers use a variety of tools. |
Registered Rep. December 1, 2002 Stan Luxenberg |
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. |
Registered Rep. January 27, 2011 Stan Luxenberg |
Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich. |
Investment Advisor October 2005 Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn. |
Registered Rep. February 13, 2012 Stan Luxenberg |
Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields. |
BusinessWeek May 10, 2004 Anne Tergesen |
Higher Rates: A Survival Kit Rising rates are usually the bane of bondholders, but not if you own certain investments. Plenty of options exist for maximizing yields in this climate. |
The Motley Fool September 19, 2007 Zoe Van Schyndel |
Muni Madness The first municipal bond ETFs are on the market. With low expense ratios, and tax-exempt interest, they represent an interesting way to invest in muni bonds. |
The Motley Fool October 29, 2004 Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
AskMen.com Michael Estrin |
Investing In Bonds Having some bonds in your portfolio is not only a good way to make money, it's also a great way to diversify. Here's what you need to know before you invest in the bond market. |
The Motley Fool January 5, 2004 Mathew Emmert |
Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart. |
Financial Advisor March 2005 Marla Brill |
Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging. |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product. |
Financial Advisor March 2008 Marla Brill |
Managing The Municipal Malaise With bond insurer ratings on the brink and hedge funds fresh off a selling spree, the normally staid municipal bond market has taken on a more volatile profile over the last few months. |
Financial Advisor September 2011 Marla Brill |
Time To Blossom Emerging markets bonds, and this fund that invests in them, are getting a lot of attention. |
The Motley Fool August 28, 2006 S.J. Caplan |
Investor 007's Adventures in the Bond Market Bonds aren't as dull as you might think. |
Registered Rep. January 1, 2003 Bennett Voyles |
The Name Is Bond If your clients are among the many investors taking a serious look at fixed income investing, herewith are a few sites that can introduce your clients to some bond basics, and a few other sites that may be useful to you. |
The Motley Fool February 27, 2007 Dan Caplinger |
Paying for Quality With bonds, sometimes it pays to get the best. Investors and mutual funds that are buying lower-quality bonds may find that they would've been better off sticking with Treasuries in the long run. |
On Wall Street June 1, 2010 Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
Financial Planning September 1, 2006 Donald Jay Korn |
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. |
The Motley Fool April 4, 2007 Zoe Van Schyndel |
Fixed-Income Fever The fixed-income universe for ETF investors has been limited to shades of gray rather than a full palette, until now. Two of BGI's new funds are mixed government/credit funds options, which invest in U.S. government and investment-grade corporate securities. |
The Motley Fool January 3, 2007 Dan Caplinger |
Going Global With Bonds International investing isn't just about stocks. With yields on Treasury bonds still hovering below 5%, the high yields offered by some foreign issuers can look extremely appealing. |
The Motley Fool October 22, 2010 Amanda B. Kish |
Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass. |
The Motley Fool October 10, 2008 Dan Caplinger |
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. |
The Motley Fool January 24, 2005 Mathew Emmert |
Think Dividend Stocks, Not Bonds Bonds aren't compelling investments in today's market. This dividend fan tells you why. |
The Motley Fool August 23, 2010 Amanda B. Kish |
6 Bond ETFs for Today's Market In case you haven't noticed, bonds are the new black. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
Financial Planning February 1, 2010 Ilana Polyak |
Turnaround Tale Loomis Sayles Bond made a killing on fixed-income last year. The road ahead is a bit trickier. |
Financial Advisor February 2012 Marla Brill |
Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs. |
BusinessWeek April 11, 2005 Suzanne Woolley |
Follow The Raging Oil Bulls Energy funds may head higher. But most stock and bond funds look earthbound. |
Investment Advisor June 2006 |
S&P Mutual Fund Sector Focus: Emerging Market Debt Rises Bonds issued by emerging markets countries have benefited from an improving balance of payments, as well as trade and current account surpluses since increased global demand for products from these nations particularly commodities, have boosted their exports and reduced debt. |