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Financial Planning May 1, 2007 Kathy Gevlin |
Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter. |
Financial Planning November 1, 2007 Kathy Gevlin |
In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
Financial Planning February 1, 2008 Stacy Schultz |
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. |
Financial Planning November 1, 2006 Kathy Gevlin |
Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds. |
Financial Planning May 1, 2006 Elizabeth O'Brien |
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? |
Financial Planning May 1, 2008 Stacy Schultz |
Nowhere to Hide During the first three months of 2008 the market saw its worst quarter since 2002, with only a few funds that had minimal loss. |
Financial Planning November 1, 2005 Bob Hirschfeld |
Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend. |
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. |
Financial Planning August 1, 2006 Elizabeth O'Brien |
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. |
Financial Planning February 1, 2011 Donna Mitchell |
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. |
The Motley Fool July 16, 2007 S.J. Caplan |
Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: Agency mortgage bonds suffered their worst month in June in nearly four years... etc. |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
Real Estate Portfolio Sep/Oct 2007 Dees Stribling |
Coming into Focus Mortgage REITs of all stripes tighten their lending practices to improve their outlook going forward. The subprime event may mark a permanent change in the business environment for mortgage REITs, as well as mortgage lenders and investors. |
BusinessWeek August 6, 2007 James C. Cooper |
Credit Is Tightening--And That's Fine Credit tightening is curbing some of the frenzy, and a severe financial crunch is unlikely. |
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. |
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. |
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 July 14, 2003 Cooper & Madigan |
U.S.: The Skittish Bond Market Won't Shake Housing -- for Now Rates must rise more than a point to hurt. But it's another story for refis. |
Financial Advisor October 2004 Dorothy Hinchcliff |
Stepping Cautiously In The Bond Market Experts expect interest rates to rise, and are carefully assessing options. |
Financial Planning December 1, 2007 Elizabeth O'Brien |
Subprime Truths and Consequences The continuing credit crunch spotlights the perils of leverage. How should your financial advisory clients respond? |
Financial Advisor March 2006 Marla Brill |
Mortgage Bonds Offer Mixed Bag A cooling housing market, rising interest rates and regulatory scrutiny have bond fund managers and fixed-income strategists keeping a watchful eye on the direction of the $5.8 trillion mortgage-backed securities 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 July 2007 Eric L. Reiner |
Housing Sings The Blues Real estate woes bring both worry and opportunity to the financial sector. |
BusinessWeek June 25, 2009 James C. Cooper |
Housing's Tentative Gains In a tricky balancing act meant to support the nascent housing recovery, the Fed suggests it might spend more to keep interest rates low, while trying to soothe investors' inflation fears. |
Financial Advisor August 2009 Marla Brill |
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
Financial Planning February 1, 2005 Kristen French |
Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead. |
Financial Advisor February 2, 2009 Alan Lavine |
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing. |
The Motley Fool July 23, 2007 S.J. Caplan |
Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: Homebuilder bonds recently overtook papermaker securities to win the dubiously coveted title of "riskiest junk bond issuers"... |
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. |
The Motley Fool March 19, 2007 David Lee Smith |
Subprime Symptoms Starting to Spread? It seems that subprime mortgage difficulties have already started to spread. There will almost certainly be a more protracted softness for housing than we might have anticipated as recently as the final quarter of last year. |
Investment Advisor October 2007 Robert F. Keane |
Catching up with... Milton Ezrati There has been a bit of turmoil in the economic markets in recent months, making many investors -- and their advisors -- a bit skittish. Milton Ezrati, senior economic strategist at Lord Abbett, sees a number of culprits behind the recent turmoil. |
BusinessWeek January 23, 2006 |
Steady Income Wins the Race The co-managers of Fifth Third Strategic Income Fund explain their strategies and goals for the $160 million fund. |
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. |
Financial Advisor February 2008 Alan Lavine |
Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market. |
Real Estate Portfolio Nov/Dec 2006 Lynn Novelli |
Deluge of Debt REITs cannot live by equity alone. Like other companies, REITs must go to the debt markets for funding. What are the advantages and disadvantages of using secured versus unsecured debt? |
The Motley Fool February 4, 2008 Dan Caplinger |
Will Rate Cuts Kill the Housing Market? The latest rate cut from the Federal Reserve was again good news for the stock market. Unlike the last several Fed moves, however, this one didn't make mortgage borrowers cheer. Read on to see why. |
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 August 20, 2007 S.J. Caplan |
Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: Lately, the Fed has used repos to counteract an excessively restrictive lending environment arising from the subprime crisis... etc. |
Financial Planning August 1, 2011 Donna Mitchell |
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. |
The Motley Fool May 20, 2011 Ilan Moscovitz |
Rising Star Buys: Annaly Capital and Chimera Why we're buying. |
BusinessWeek June 25, 2007 James C. Cooper |
Interest Rates Are Up, But Are They Up Enough? Financial conditions may still be too lax to keep inflation under wraps. |
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. |
The Motley Fool May 28, 2009 Dan Caplinger |
The Death of Bonds? You shouldn't give up on bonds entirely, but neither should you rely on them to support you without help from other investments. |
BusinessWeek September 17, 2009 Palmeri & Francis |
How Real Is the Rally in Real Estate Bonds? Companies are jumping back into mortgage securities, but they may regret their moves. |
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. |
The Motley Fool March 24, 2011 Dan Caplinger |
Beginning of the End for Mortgage REITs? These favorite dividend-paying stocks may have seen their best days. |
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. |
Financial Advisor March 2007 Milton Ezrati |
Bonds & Stocks: Still De-Coupled The economic outlook is good, and that's not so good for bonds. Without the support of short-rate cuts, bonds have a less than inspired outlook; not especially negative, but not especially promising either, offering little more return than the coupon. |