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Registered Rep.
November 16, 2010
Stan Luxenberg |
Winning Mutual Fund Strategy: Buy the Unloved Sectors This year, the most unpopular category is large growth, which recorded outflows of $39 billion during the 12 months ending in August. Other unpopular categories are large value and world stock.   |
Financial Planning
May 1, 2005
Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Registered Rep.
December 16, 2010
Diana Britton |
Are Retail Investors (Finally) Warming Up to Equities? Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities -- and bearish on bonds. |
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. |
Registered Rep.
November 24, 2010
Diana Britton |
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say. |
Registered Rep.
February 1, 2011
Diana Britton |
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. |
The Motley Fool
February 9, 2011
Amanda B. Kish |
Investors Are Still Chasing Returns Wise up. Bonds probably aren't the best place for your 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%. |
Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
The Motley Fool
December 2, 2009
Amanda B. Kish |
Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin. |
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 Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
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. |
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
December 4, 2006
Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
The Motley Fool
January 24, 2009
Todd Wenning |
The Best Investment You Can Make Today You don't have to risk it all in equities to comfortably build yourself a sizable nest egg. In fact, the remedy is quite simple: Own more bonds. It's the best investment you can make today. |
The Motley Fool
April 19, 2011
Amanda B. Kish |
Investments for Volatile Markets How balanced funds can fit in your portfolio. |
Financial Advisor
December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. |
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
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
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. |
Registered Rep.
January 6, 2011
Diana Britton |
Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December. |
The Motley Fool
June 29, 2011
Dan Caplinger |
Time to Buy These Beaten-Down Investments? Junk bonds have fallen, and investors are running scared. What's the smart move? |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Planning
February 1, 2013
Craig L. Israelsen |
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks. |
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. |
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. |
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
October 1, 2010
Christopher Shayne |
How Many Bonds? The reality is that corporate bonds occasionally default. Advisors need to manage client expectations and, more important, construct portfolios that minimize the impact of defaults. |
Registered Rep.
December 27, 2005
Stan Luxenberg |
Merrill Funds To Change Name In the latest move, the Wall Street giant announced that it intends to change the name of Merrill Lynch Investment Management's funds to -- well, that has yet to be determined and won't be until sometime in early 2006. |
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. |
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 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. |
Financial Planning
July 1, 2006
Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
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? |
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? |
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.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Financial Advisor
August 2009
Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
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 Planning
March 1, 2013
Craig L. Israelsen |
Bond Analysis: Time to Steer Clear? Learn what the past six decades can tell advisors about future performance. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
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
January 5, 2004
Mathew Emmert |
Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart. |
The Motley Fool
November 30, 2010
Amanda B. Kish |
Did the Bond Bubble Just Pop? Bonds may be the new black for investors, but it looks like fashion trends may be changing in the upcoming season. |
Registered Rep.
October 21, 2013
Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. |
Investment Advisor
April 1, 2011
Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting |
The Motley Fool
January 29, 2008
Todd Wenning |
Stop Playing the Loser's Game Stick to the basics to win in the long run. If your goal is to accumulate wealth over the long term, your best bet is to go long on a diversified portfolio of stocks and bonds in percentages consistent with your timeline and risk tolerance. |
The Motley Fool
June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds. |
