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Financial Planning November 1, 2008 David A. Twibell |
Floating Above the Rest Where can advisors find decent yields for clients without getting their heads handed to them if, as many expect, the Federal Reserve ratchets up interest rates next year? One option may be floating-rate loans. |
Financial Planning August 1, 2011 Ilana Polyak |
Banking on Higher Rates With the Fed funds rate closing in on its third birthday pegged at the rock-bottom low of zero to 0.25%, it's not hard to figure out which way rates are headed. |
Financial Advisor January 2004 Marla Brill |
Bank Loan Funds Regain The Spotlight Funds that invest in variable rate loans to below-investment-grade companies may sound like a gamble, but it's one that an increasing number of financial advisors worried about the impact of rising interest rates are willing to take. |
On Wall Street July 1, 2013 Jeff Tjornehoj |
Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan participation mutual funds and ETFs. |
BusinessWeek October 20, 2003 Mara Der Hovanesian |
Prime Time For Prime-Rate Funds These funds can help protect you against the risk of higher interest rates. |
Financial Advisor July 2004 Alan Lavine |
Potential Shields From Rising Rates Loan funds may be a low-risk option for investors. |
Registered Rep. September 12, 2013 Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
BusinessWeek May 13, 2010 Jason Kelly |
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. |
BusinessWeek February 13, 2006 David Henry |
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. |
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 Advisor May 2005 Karen DeMasters |
Substituting For Stable Value Funds Despite the popularity that stable value funds have enjoyed in the last few years, as part of a diversified portfolio for individuals' retirement accounts, the unique funds have fallen by the wayside in recent months as financial advisors search for alternative investments for their clients. |
Financial Advisor April 2007 Alan Lavine |
High-Yield Bond Blues? After several years of strong performance, it's questionable whether high-yield or junk bonds will earn their coupons this year. |
Financial Advisor December 2006 Marla Brill |
Clouds Gather Over Junk Bonds Financial advisors doing year-end portfolio tuning should give the high-yield portion of fixed-income investments a little extra scrutiny, and keep a close eye on their positions in 2007. |
Financial Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
Financial Planning September 1, 2008 Ilana Polyak |
Crazy for Junk With today's credit woes, who could blame you if you wanted nothing to do with junk bonds right now? |
Financial Advisor May 2008 Eric Rasmussen |
Reconsidering Junk The first quarter of 2008 was hard on a lot of people, but especially on high-yield investors, whose junk bonds got thoroughly trashed. |
Registered Rep. March 17, 2010 Stan Luxenberg |
Bond Funds Facing Bleak Prospects? Federal Reserve Chairman Ben Bernanke has been carefully signaling that the Fed stands ready to raise interest rates this year if the economy continues to mend. For bond funds that could be bad news. |
On Wall Street November 1, 2010 Tim Knepp |
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class. |
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." |
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. |
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. |
BusinessWeek October 23, 2006 |
Danger--Explosive Loans Collateralized loan obligations offer loads of cheap money. But payback time may be coming. |
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 February 2, 2009 Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
BusinessWeek September 12, 2005 Justin Hibbard |
Bring On The Battered Debt Lots of smart people think the junk-bond boom of the past few years is about to end with a series of defaults, and they're lining up to cash in. |
The Motley Fool October 30, 2007 Dan Caplinger |
Get a Cheap Loan Fast ... From Yourself If you're facing a temporary setback and need a short-term solution, a 401(k) loan may not be as bad as some experts think, and a lot better than other alternatives. |
Registered Rep. January 1, 2003 Stan Luxenberg |
Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late. |
On Wall Street March 1, 2011 Jerry Webman |
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. |
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. |
National Real Estate Investor October 1, 2002 Kathleen Fitzpatrick |
Taking the Floating-Rate Gamble A slow recovery in the U.S. economy has prompted more and more borrowers to bet that interest rates won't be rising anytime soon. And still others, fueled by fears of overall uncertainty, are satisfying their appetites with flexible financing. |
FDIC FYI October 8, 2002 |
Syndicated Credits Deteriorate, But at a Slower Pace Large banking organizations are continuing to feel the effects of the recession, as syndicated loan quality remains generally weak. |
Financial Advisor May 2012 Marla Brill |
High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned. |
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. |
Commercial Investment Real Estate Jan/Feb 2006 Stanley D. Longhofer |
The Rate Debate Interest rate analyses provide unique perspectives on financing commercial real estate investments. |
National Real Estate Investor September 1, 2004 John B. Levy |
Full Throttle Ahead It looks as if the summer doldrums in the commercial-mortgage market have been canceled this year, at least according to the Barron's/John B. Levy & Co. National Mortgage Survey. |
Commercial Investment Real Estate Sep/Oct 2005 Andrew Stewart |
7 Real Estate Finance Myths Unveiled Discover the market factors that really are influencing today's real estate transactions. |
The Motley Fool January 24, 2007 Mary Dalrymple |
Study Your College Loan Options Know when to use a private or a federal loan to pay your tuition bill. |
The Motley Fool February 27, 2007 Dan Caplinger |
Paying for Quality With bonds, sometimes it pays to get the best. Investors and mutual funds that are buying lower-quality bonds may find that they would've been better off sticking with Treasuries in the long run. |
Financial Advisor February 2, 2009 Alan Lavine |
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing. |
BusinessWeek January 29, 2007 Jane Sasseen |
Junk Keeps Defying Gravity If history is any guide, low-rate bonds and loans should be tanking. Here's why they're not. |
National Real Estate Investor January 1, 2005 Matt Hudgins |
Leaping Through The Lending Trough According to the normal rhythms of the real estate industry, the first years of this decade should have been a slow period for lenders. To the delight of the mortgage industry, it hasn't worked out that way. |
Financial Planning May 1, 2007 David Adler |
High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate. |
BusinessWeek October 31, 2005 Mara Der Hovanesian |
Hedges: The New Corporate ATMs Hedge funds and other institutional investors are lending money to corporations as banks get pickier. |
Commercial Investment Real Estate Jul/Aug 2011 Rick Kjellberg |
Questions Auditors Ask All real estate borrowers face scrutiny over debt valuation. |
Registered Rep. June 1, 2006 Stan Luxenberg |
The Discount Mystery When exchange-traded funds appeared in the 1990s, some observers predicted that the new vehicles would doom their older cousins, closed-end funds. But lately those boring old closed-end funds have been attracting renewed attention. |
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. |
FDIC FYI October 28, 2003 |
The Changing Paradigm in Commercial Real Estate A transcript of a roundtable discussion with commercial real estate and commercial mortgage-backed securities experts |
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 Advisor June 2010 Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
BusinessWeek February 3, 2011 Maheshwari & Childs |
Easy Money Is Bringing Buyouts Back to Life Investors willing to go out on a limb for higher yields are helping heavily indebted companies refinance their loans and bonds. |