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Registered Rep.
March 1, 2008
The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments. mark for My Articles similar articles
Financial Planning
June 1, 2007
Donald Jay Korn
High Net Worth: The Next Big Thing Structured products may be difficult to define, explain and track -- yet they're touted as the next 12-figure asset class. Here's what financial advisors need to know. mark for My Articles similar articles
Financial Planning
August 1, 2011
John F. Wasik
The Hedging Game Structured products are among the most difficult product areas for new clients to understand. mark for My Articles similar articles
Investment Advisor
June 2007
Susan L. Hirshman
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. mark for My Articles similar articles
Financial Advisor
September 2007
Caren Chesler
Unstructured Debate Structured notes offer a way for individual investors to diversify their portfolios away from traditional stocks and bonds and invest in more novel asset classes, like commodities, international equities and real estate. Here are the pros and cons. mark for My Articles similar articles
Financial Advisor
June 2006
Bruce W. Fraser
A Hybrid Approach Structured products can round out a portfolio, but they are complicated and potentially risky. Just what are structured products and how do they work? What role, if any, could they play in your clients' portfolios? mark for My Articles similar articles
On Wall Street
May 1, 2011
Robert J. Lindner
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. mark for My Articles similar articles
The Motley Fool
December 23, 2009
Dan Caplinger
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle. mark for My Articles similar articles
Investment Advisor
December 2009
Lewis Schiff
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2011
Alan Lavine
Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
5 Questions Tom Ricketts, founder and CEO of Incapital, an investment bank that underwrites corporate bonds for individual investors that are sold by broker-dealers, talks about his corporate bond program and what makes them attractive to advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
December 1, 2012
Tom Roseen
The Changing Complexity of Exchange-Traded Funds With the proliferation of exchange-traded funds, the products have become more complicated, suggesting possible pitfalls and tax consequences for the average investor. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
January 2008
Marla Brill
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2005
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 24, 2010
Robert Brokamp
Bonds vs. Bond Funds Which compliments your portfolio? mark for My Articles similar articles
The Motley Fool
February 3, 2011
Dan Caplinger
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments. mark for My Articles similar articles
Investment Advisor
May 2007
Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again. mark for My Articles similar articles
The Motley Fool
November 16, 2010
Dan Caplinger
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? mark for My Articles similar articles
Investment Advisor
May 2010
Huxley & Burns
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. mark for My Articles similar articles
The Motley Fool
March 19, 2010
Robert Brokamp
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? mark for My Articles similar articles
Financial Advisor
September 2010
Jeff Schlegel
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
Michelle Knight
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. mark for My Articles similar articles
On Wall Street
January 1, 2009
Judith Schoolman
5 Questions with Christopher Warren Christopher Warren, who worked at Bankers Trust, General Re, Goldman Sachs and ABN Amro before joining DWS Investments in 2006, speaks about the growing importance of retail structured products to financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
Tom Lydon
A Bear Market For Bonds? The new environment calls for advisors to review their fixed-income holdings and devise a strategy to protect these positions. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2007
William Glasgall
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. mark for My Articles similar articles
Financial Advisor
March 2005
Marla Brill
Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging. mark for My Articles similar articles
The Motley Fool
January 24, 2011
Chuck Saletta
Bond Bubble Double Trouble When debt ratings fall as interest rates rise, bondholders can be in a world of hurt. mark for My Articles similar articles
Registered Rep.
January 1, 2005
Robert S. Bernstein
Annuity Alternatives Planners now have a powerful alternative to offer clients who desire to fund deferred-compensation plans on a tax-efficient basis, but who do not want to use variable life insurance policies and annuities. mark for My Articles similar articles
BusinessWeek
September 30, 2010
Zeke Faux
Individual Investors Duped by Derivatives Wall Street is selling complex securities to yield-hungry investors who may have no idea how they work - and how risky they are. mark for My Articles similar articles
Financial Planning
November 1, 2012
Allan S. Roth
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 23, 2006
S.J. Caplan
Investor 007's Bond Dossier Bond basics and beyond for the past week. U.S. Treasury: Price... Yield... 2-Year... 5-Year... Clues to the market... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. mark for My Articles similar articles
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. mark for My Articles similar articles