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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.   |
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. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
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. |
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. |
On Wall Street
September 1, 2011
Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
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. |
Entrepreneur
December 2003
Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side. |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
On Wall Street
April 1, 2011 |
Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls. |
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. |
Registered Rep.
April 3, 2013
Diana Britton |
The Big Bet on Rising Rates Some managers are rolling out long/short bond funds meant to hedge against rising interest rates. But the success of their strategy rests on a market call, and no one can predict when rates will rise. |
On Wall Street
April 1, 2013
Jeff Tjornehoj |
Market Conditions Could Push Investors to Unconstrained Bond Funds Unconstrained bond funds may see renewed interest this year, but at what risk? |
Registered Rep.
July 30, 2013
Diana Britton |
60 Seconds with Steven Young, Curian Capital Steven Young, Senior Vice President, Chief Investment Officer, Curian Capital answers questions about negative bond returns and the current state of the equity market. |
On Wall Street
August 1, 2011
Matthew Lemieux |
The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction. |
The Motley Fool
September 1, 2010
Dan Caplinger |
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect. |
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. |
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? |
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. |
On Wall Street
October 1, 2011
Tom Roseen |
The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds. |
On Wall Street
February 1, 2013
Matthew Lemieux |
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. |
The Motley Fool
August 3, 2010
Amanda B. Kish |
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities. |
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. |
Investment Advisor
September 2009
Mike Patton |
Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class. |
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. |
Financial Advisor
April 2008
Bruce W. Fraser |
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. |
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 23, 2007
Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. |
Financial Planning
September 1, 2010
Jim Grote |
Bonds for Glory Why invest in bonds? The simplest reason, to borrow a phrase from Willie Sutton, is because that's where the money is. |
Financial Planning
November 1, 2009
Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
On Wall Street
May 1, 2013
Matthew Lemieux |
Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise. |
The Motley Fool
February 15, 2011
Dan Caplinger |
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. |
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
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. |
The Motley Fool
July 22, 2010
Amanda B. Kish |
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. |
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. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
Financial Planning
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
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. |
Registered Rep.
December 22, 2009
Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
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? |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
Financial Planning
August 1, 2008
William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
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. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. |
On Wall Street
November 1, 2008
J Gibson Watson |
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free |
