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Financial Advisor
May 2005
Karen DeMasters |
Substituting For Stable Value Funds Despite the popularity that stable value funds have enjoyed in the last few years, as part of a diversified portfolio for individuals' retirement accounts, the unique funds have fallen by the wayside in recent months as financial advisors search for alternative investments for their clients.   |
Financial Advisor
November 2003
Marla Brill |
A Constant Alternative Only recently available to individual investors, stable value funds boom. |
The Motley Fool
July 11, 2007
Dan Caplinger |
Earn More From Your Retirement Savings If your 401(k) offers a stable value fund, don't reject it out of hand as too good to be true. It may be exactly what you need to increase the income from your retirement savings. |
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.
February 22, 2005
Will Leitch |
SEC's Roye Out as Mutual Fund Head In a move that casts doubt on the future of mutual fund regulation, the SEC has announced that its chief mutual funds legislator, Paul Roye, will step down, effective immediately. |
Registered Rep.
September 12, 2013
Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
The Motley Fool
December 4, 2006
Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
The Motley Fool
March 24, 2010
Robert Brokamp |
Bonds vs. Bond Funds Which compliments your portfolio? |
The Motley Fool
April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool
December 11, 2007
Dan Caplinger |
2007's Big Surprise Mutual funds that invest in Treasury securities have put in an unexpectedly good performance in 2007, giving broader-market indexes a run for their money. |
Financial Planning
January 1, 2013
Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
The Motley Fool
October 6, 2010
Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
Entrepreneur
June 2006
Scott Bernard Nelson |
The Long of It The 30-year bond has made a comeback, but individual investors might be better off picking bonds their own size. |
The Motley Fool
June 6, 2007
Amanda B. Kish |
Avoid This 401(k) Mistake Stable value funds are not a bad investment. But don't rely too heavily on them for the sake of protecting your holdings. |
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 Planning
October 1, 2010
Donald Jay Korn |
A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious. |
Financial Planning
October 2, 2007
Dakin Campbell |
The Bond Buyer Market fallout hits muni bond mutual funds. |
The Motley Fool
March 17, 2005 |
401(k) Plans, in a Nutshell Make the most of your 401(k), especially the free money. |
The Motley Fool
July 6, 2005
Tom Taulli |
Donaldson's Last Stand William Donaldson made his mark on the SEC -- up until his last day in office. Interestingly, even the U.S. Court of Appeals had concerns about the new mutual fund regulations. |
Registered Rep.
March 21, 2012
Diana Britton |
Money Market Debate Still Heated Despite SEC Call for `Constructive Dialogue' During the 2012 Mutual Funds and Investment Management Conference Monday, SEC Commissioner Elisse Walter called for the money market fund industry to stop taking shots in the media about any proposed regulations governing money market funds. |
Financial Planning
September 1, 2012
Craig L. Israelsen |
Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise? |
Investment Advisor
November 2006
Kathleen M. McBride |
Catching up with... Tom Ricketts Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund. Is there an easier, more elegant way to invest in corporate fixed-income? |
HBS Working Knowledge
December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
Financial Planning
July 1, 2009
Donald Jay Korn |
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. |
The Motley Fool
June 15, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Bill Gross hears the bear's growl... 401(k) plans moving away from retail funds... Annual Russell rebalance... |
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. |
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. |
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. |
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. |
The Motley Fool
March 24, 2005
Nathan Slaughter |
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. |
BusinessWeek
February 4, 2010
Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Investment Advisor
March 2007
Kara P. Stapleton |
March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc. |
Investment Advisor
September 2005
Melanie Waddell |
Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans. |
Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
The Motley Fool
July 30, 2007
Amanda B. Kish |
Hard Times for Junk Bonds High-yield bonds' time in the sun may be over. Although junk bonds may produce tempting returns, they should only be introduced strategically, and they should almost never account for a large portion of your investment. |
The Motley Fool
October 6, 2006
Zoe Van Schyndel |
Boring Bond ETFs? For income and diversification, consider bond ETFs. |
Registered Rep.
November 24, 2015
Debbie Carlson |
Is There a Liquidity Risk in Liquid Alts? Alternative mutual funds are a fast-growing part of the investment space, pushed by asset management companies that are suffering from the larger secular shift away from active and higher-priced management toward index funds. |
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. |
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. |
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. |
The Motley Fool
August 31, 2007
Amanda B. Kish |
When Safe Investments Aren't Particularly risk-averse investors have always assumed they had one safe haven: bonds. But those who consider bonds completely safe for their money can be unpleasantly surprised. |
The Motley Fool
September 27, 2010
Amanda B. Kish |
Will Your Bond Fund Blow Up? Consider the risks. |
BusinessWeek
February 2, 2004
Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
The Motley Fool
February 11, 2004
Selena Maranjian |
401(k) Tips Cut your taxes, improve your retirement, and perhaps get free money. |
The Motley Fool
August 13, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The week's happenings in the mutual fund industry. |
The Motley Fool
October 11, 2006
Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
Entrepreneur
March 2004
Scott Bernard Nelson |
Do It Your Way Tailor your portfolio with separately managed accounts. |
