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BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Financial Advisor October 2006 Joshua M. Kaplan |
When Did REITs Become An Asset Class? REITs as an asset class eventually will fade away, most likely when the returns become less attractive and the real estate market slows further. It's a fad, plain and simple. |
Financial Advisor June 2010 Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
Financial Planning July 1, 2008 Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
Real Estate Portfolio Special Issue 2005 Todd A. Canter |
Real Estate Diversification on a Global Scale The dramatic growth of REITs around the globe has several implications for the real estate industry and for investors. For the industry, it is leading to improved liquidity and transparency. For investors, it creates more opportunities to access an attractive investment vehicle while mitigating many of the risks associated with this asset class. |
Financial Advisor May 2006 Marla Brill |
The Inverted Yield Curve Ride Despite assurances that a recession appears unlikely, many investors are taking a cautious stance on the bond market, while giving more play to cash and shorter-term securities. |
Financial Planning March 1, 2008 Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
Real Estate Portfolio Jul/Aug 2007 Lynn Novelli |
Beyond Yield The REIT investment proposition has gained awareness and acceptance in recent years, partly due to U.S. REITs' seven consecutive years of outperforming the broader market benchmarks. |
Financial Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
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." |
On Wall Street November 1, 2010 Tim Knepp |
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class. |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds. |
The Motley Fool March 16, 2011 Dan Caplinger |
Why Bonds Aren't Enough to Retire On Most investors can't afford the luxury of an all-bond portfolio. |
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 |
The Motley Fool October 12, 2011 Dan Dzombak |
Are Mortgage REITs Oversold? Mortgage REITs will continue to do well if the Fed keeps interest rates at very low levels for the next few years. |
The Motley Fool July 5, 2011 Russ Krull |
Rates and REITs An extended period for low rates is good news for mortgage REITS. |
The Motley Fool February 26, 2007 Dan Caplinger |
The REIT Stuff Though REITs may play a useful role in creating a well-balanced portfolio, investors shouldn't expect those 25% annual returns to continue forever. |
Registered Rep. November 25, 2014 Brad Zigler |
Are Real Estate ETF Yields Still a Bargain? Among exchange traded funds that invest in real estate investment trusts, those employing leverage have zoomed to the upside. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
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. |
Financial Planning January 1, 2007 Donald Jay Korn |
Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction. |
Financial Planning October 1, 2006 Donald Jay Korn |
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. |
Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
Financial Advisor August 2009 Marla Brill |
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. |
Real Estate Portfolio Sep/Oct 2004 Steve Bergsman |
REITs & Rates Opinions are split on what impact, if any, a higher rate environment will have on investing in REITs. |
Financial Planning October 1, 2005 Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe. |
The Motley Fool December 1, 2011 Dan Caplinger |
Best ETF for 2012: Market Vectors Mortgage REIT Income Get pure exposure to the hottest dividend plays in the market. |
Financial Planning December 1, 2011 Howard Hill |
Decoding Mortgage REITs Mortgage REITs have become a hot topic as Wall Street firms have boosted coverage of this specialized slice of the stock market amid a flurry of IPOs over the past two years or so. These companies are potentially worthy investments, even for risk-averse clients. |
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. |
The Motley Fool December 22, 2003 Mathew Emmert |
REIT-allocate Your Portfolio A look at the diversification and income-producing benefits of Real Estate Investment Trusts (REITs), along with some conservative strategies for putting REITs to work in your portfolio. |
The Motley Fool February 10, 2009 Ivan Martchev |
Real Estate Plays for Right Now Some REITs will undoubtedly disappear in this recession; others will keep paying very high distributions. Here's what to look for. |
AskMen.com December 7, 2003 Dan Carter |
5 Investment Opportunities To Consider There's more to the investing world than just stocks and mutual funds. Research reveals a whole slew of futures, securities and trusts to consider. Here are five such options. |
Real Estate Portfolio May/Jun 2003 |
Munder Small Cap Value Fund A brief snapshot of the fund and its view on REITs. |
The Motley Fool November 23, 2011 Dan Caplinger |
Don't Be Fooled by "Safe" Payouts No investment is completely safe right now. |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
The Motley Fool February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. |
Registered Rep. August 29, 2011 Stan Luxenberg |
Outperforming Muni Bond Funds Can Be Conservative or Aggressive. But You Better Know Your Fund Not all municipal bond fund managers are content to stay in the middle of the field. A few stars have topped the averages by following unusual strategies. |
Financial Planning May 1, 2005 David A. Twibell |
Are REITs Too Rich? Real estate investment trusts have been standout performers. But after five years of market-beating returns, are they poised for a fall? |
The Motley Fool November 29, 2006 Dan Caplinger |
The Inverted Yield Curve and You What current interest rates mean for the average investor. |
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. |
BusinessWeek December 29, 2003 Robert Barker |
Hungry For Income? Try These REITs One day, interest rates on bonds and money-market funds will climb out of the basement. Until then, investors looking for dependable income sources have little choice but to sift through the long list of real estate investment trusts, which pay an average dividend yield of 5.8%. |
The Motley Fool December 28, 2005 Tom Taulli |
Twists and Turns in the Yield Curve An inverted yield curve is usually an ominous sign of impending recession -- but maybe not this time. |
Financial Advisor December 2007 Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Financial Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
Financial Advisor September 2010 Marla Brill |
Finding A Bright Spot The Forward Select Income Fund looks to high-yield REIT preferred stock for income. |
Financial Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
Financial Planning September 1, 2005 Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
Registered Rep. June 1, 2006 Johnathan Moreland |
Betting Against the Fed What if the Fed actually gets it right this time around and interest rates dampen inflation and rates begin to fall (or at least stop going up)? That appears to be the sentiment from insiders in the mortgage REIT and energy master limited partnership sectors. |
Financial Planning February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |