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Financial Advisor March 2011 Marla Brill |
Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets. |
Financial Advisor November 2010 Virginia Munger Kahn |
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s. |
Financial Advisor December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. |
The Motley Fool August 30, 2010 Dan Caplinger |
Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you? |
The Motley Fool February 18, 2009 Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds. |
Financial Advisor September 2008 Greg Miller |
Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be. |
Entrepreneur November 2004 Dian Vujovich |
Switch Gears Flexibility is a key feature of convertible funds. |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds. |
BusinessWeek March 4, 2010 |
John Calamos Makes the Case for Convertible Bonds The manager of one of the oldest convertible bond funds explains why convertibles remain attractive. |
Investment Advisor September 2006 Kathleen M. McBride |
Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks. |
Financial Advisor February 2008 Marla Brill |
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund. |
Financial Planning February 1, 2011 Donald Jay Korn |
Back to Normal Financial planners might not have to master the minutiae of convertibles securities. But they should know if a convertibles fund is more likely to act like stocks or like bonds. |
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? |
Registered Rep. September 1, 2005 Stan Luxenberg |
Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record. |
On Wall Street January 1, 2009 Tim Knepp |
Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters. |
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. |
Financial Advisor October 2009 Eric Rasmussen |
The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy. |
Financial Advisor October 2007 Marla Brill |
New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds. |
The Motley Fool February 6, 2008 Zoe Van Schyndel |
ETFs With a Preference Preferred stock funds offer great dividends. Read about about three preferred stock ETFs. |
Financial Planning August 1, 2009 Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
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. |
Investment Advisor February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. |
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." |
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 Planning November 1, 2012 Craig L. Israelsen |
Thinking Globally: Diversified Portfolio Needs Foreign Stocks. Are They Worth it? A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble? |
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 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? |
Financial Advisor October 2005 Marla Brill |
No Homeruns This Year The manager of the Delaware High-Yield Opportunities Fund believes that this year, with concerns about rising interest rates widespread and yield spreads so tight, high-yield bond returns won't measure up to the appetizing levels investors saw in 2003 and 2004. |
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 Advisor January 2011 Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
The Motley Fool February 24, 2011 Amanda B. Kish |
How to Invest in the Bond Bubble How do you invest in an inflated but necessary sector edging toward bubble territory? |
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 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. |
The Motley Fool May 11, 2009 Dan Caplinger |
How to Be Bullish Without Being Stupid One type of investment can give you a chance to earn profits if the market continues going up, but without the full exposure to stock losses if the economy turns south once more. |
Financial Advisor February 2, 2009 Marla Brill |
Boring Is Back Fund manager Phil Davidson likes to play it safe. He likes quality companies at discount prices. |
The Motley Fool July 22, 2010 Amanda B. Kish |
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. |
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. |
BusinessWeek April 25, 2005 Adrienne Carter |
A Triple Play At Calamos How Calamos created the third-best-performing mutual fund of the past decade. |
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 May 27, 2010 Dan Caplinger |
3 Isn't Always Better Than 1 This fund uses several different strategies to maximize income, but still falls short. |
The Motley Fool May 24, 2010 Amanda B. Kish |
How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio. |
The Motley Fool September 18, 2009 Todd Wenning |
Stocks That Keep Paying You Back Jumping into bonds isn't a bad thing, but investors do need to keep a few things in mind. |
Real Estate Portfolio May/Jun 2007 Charles Keenan |
New Piece of the [Debt] Puzzle REITs are turning to convertible bonds as an attractive capital solution. |
Entrepreneur August 2006 Dian Vujovich |
The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund. |
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. |
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. |
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. |
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 February 2, 2009 Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
The Motley Fool February 4, 2010 Chris Jones |
Class of the Titans Can preferred stock quench investors' thirst for yield? |