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The Motley Fool
January 3, 2007
Dan Caplinger
Using Leveraged Funds Recently, as exchange-traded funds have become increasingly popular, funds that use leverage to amplify their performance have come into vogue. mark for My Articles similar articles
Financial Planning
January 1, 2009
Donald Jay Korn
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 22, 2007
Emil Lee
Is the Carry Trade for You? A carry trade can be defined as borrowing at a low interest rate and then lending at a higher rate. Because carry trades are at the mercy of the liquidity of the markets, they are highly risky. Investors, beware. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2005
David J. Huber
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble. mark for My Articles similar articles
The Motley Fool
September 1, 2005
Richard Gibbons
A Better Way to Build Wealth A wise way to build wealth is to avoid potential financial pitfalls -- like borrowing money. Instead, simply save and invest your hard-earned dollars in the common stock of undervalued companies. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2012
Kyle Spencer
Short-Term Lending Planners say they are increasingly seeing short-term loan requests as prime opportunities to talk to clients in depth about how they got into their fix and why they're strapped for cash. mark for My Articles similar articles
Financial Planning
June 1, 2007
Len Reinhart
Rethinking Leverage Does leverage belong in a retirement portfolio? The answer may surprise you. mark for My Articles similar articles
AskMen.com
Ryan Ortega
Good Debt vs. Bad Debt Figuring out which debt to carry -- good vs. bad -- can help you maneuver your personal finances into positive territory. mark for My Articles similar articles
Financial Advisor
June 2011
Alan Lavine
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios. mark for My Articles similar articles
Entrepreneur
May 2006
Scott Bernard Nelson
Playing House With interest rates rising and the surge in home prices slowing down, It's time to rethink how you play the financing game. mark for My Articles similar articles
The Motley Fool
September 11, 2009
Morgan Housel
Lehman Brothers and the Age of Stupidity Next Tuesday, Sept. 15, marks one year since Lehman Brothers filed for bankruptcy protection. One year later, we ask: What's changed? mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
February 13, 2006
David Henry
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. mark for My Articles similar articles
The Motley Fool
April 12, 2010
John Rosevear
A New Kind of Credit Crisis What happens to the recovery if interest rates go up? mark for My Articles similar articles
Financial Planning
August 1, 2011
Donald Jay Korn
Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now. mark for My Articles similar articles
The Motley Fool
July 21, 2011
Morgan Housel
Banks' Big Loan Bust There's a new trend in banking: loan shrinkage. What's going on, and why should you care? mark for My Articles similar articles
The Motley Fool
August 10, 2005
What's a Bond? A bond is a loan from you to a company or government. If a company issues bonds, it's borrowing cash and promising to pay it back at a certain rate of interest. mark for My Articles similar articles
BusinessWeek
May 13, 2010
Jason Kelly
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. mark for My Articles similar articles
The Motley Fool
June 16, 2010
Dan Caplinger
The Nerve-Racking Way to Clobber the Market By borrowing at relatively low rates, and buying higher-return investments, you, too, can try to profit from the same strategies that have made Wall Street rich over the years. mark for My Articles similar articles
National Real Estate Investor
May 1, 2006
Matt Hudgins
Year of the Mega Loan Large loans and mushrooming CMBS issuance drove commercial real estate financing levels to an all-time high last year, but lenders say a slowing pace of transactions could temper loan volume as 2006 unfurls. mark for My Articles similar articles
Investment Advisor
October 2010
Mark Tibergien
Using OPM to Grow AUM External financing can grow your firm -- but beware the pitfalls. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
September 3, 2007
Roben Farzad et al.
Not So Smart In an era of easy money, financial institutions forgot that the party can't last forever. mark for My Articles similar articles
Financial Advisor
August 2005
David J. Drucker
The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message? mark for My Articles similar articles
The Motley Fool
May 3, 2010
Dan Caplinger
Do These ETFs Work After All? Research suggests criticism of leveraged ETFs may be unfair. mark for My Articles similar articles
Financial Advisor
November 2011
Eric Rasmussen
Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die. mark for My Articles similar articles
HBS Working Knowledge
August 23, 2004
Ann Cullen
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." mark for My Articles similar articles
The Motley Fool
April 25, 2011
Morgan Housel
Why Big Banks Are Cheap Loans dropping; watch out below! mark for My Articles similar articles
The Motley Fool
April 30, 2009
Mike Pienciak
More Pain Ahead for Banks and Insurers Leveraged loans and low-grade bonds pose the next balance sheet risk. mark for My Articles similar articles
The Motley Fool
February 19, 2008
Dan Caplinger
Don't Fall for Short-Term Bond Funds Short-term bond funds are often touted as a substitute for money market funds. Often, short-term bond funds pay slightly higher interest rates, however, a little more interest isn't worth the risk. mark for My Articles similar articles
BusinessWeek
March 11, 2010
Roger Lowenstein
Commentary: First, Slap Limits on Bank Leverage The fight over a financial consumer protection agency misses the point. What fueled the crisis was bank debt. mark for My Articles similar articles
Financial Advisor
July 2010
Carty & Carty
Timing Is Everything Leveraged and inverse-leveraged ETPs can be good tactical tools, but can produce outsized losses as well. mark for My Articles similar articles
On Wall Street
April 1, 2011
Susan L. Hartman
Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning. mark for My Articles similar articles
Investment Advisor
April 2009
Upgrades News on advisors and their partners: Greenbaum and Orecchio changes name to Modera Wealth Management... EISI offers the Bear Market Plan... CRM Software releases ClientView Live... Prima Capital forms an alliance with Central Trust and Investment Co. ... mark for My Articles similar articles
Investment Advisor
October 2008
George Strickland
Sleuthing Bonds Municipal bonds are now more likely to move in the opposite direction of Treasury bonds, where before the two markets commonly moved in the same direction. mark for My Articles similar articles
The Motley Fool
May 21, 2009
Dan Caplinger
The Big Threat Is Still Corporate Debt Corporations can often benefit from cutting debt just as much as you do in improving your personal finances. mark for My Articles similar articles
BusinessWeek
January 7, 2009
Der Hovanesian & Palmeri
Why Banks Still Won't Lend Despite more than $1 trillion in federal largesse, they still may not have the capital cushions to bear the risks of making fresh loans. mark for My Articles similar articles
The Motley Fool
July 29, 2005
Roy Lewis
Loan Points to Ponder Paying interest up front on a home loan? Learn the right way to deduct it. mark for My Articles similar articles
The Motley Fool
September 10, 2004
Roy Lewis
Dividends Paid on Short Sales Now is the time to review your short positions and see whether any will pay a dividend. There are other tax aspects dealing with shorting stocks. Make sure you're familiar with them all before making your first short sale. mark for My Articles similar articles
Financial Planning
March 1, 2012
Donald Jay Korn
Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates. mark for My Articles similar articles
Financial Planning
August 1, 2006
Donald Jay Korn
College Refinancing 101 After the gold rush of mid-2006, consolidating old student loans is no longer a slam dunk. Here's what financial planners can do to help. mark for My Articles similar articles
Financial Advisor
February 2012
Karen Demasters
Anatomy Of A Merger The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated. mark for My Articles similar articles
Investment Advisor
March 2006
Angela Herbers
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. mark for My Articles similar articles
Investment Advisor
May 2006
Robert F. Keane
Service, Service, Service Wealth manager Tom Orecchio has built his career on service to his clients and the profession. The plan is working. mark for My Articles similar articles
The Motley Fool
February 12, 2009
Dan Caplinger
The Easiest Money You'll Ever Get If you want a loan without having to jump through a bunch of hoops, where should you turn? The answer is simple: Talk to your broker. mark for My Articles similar articles
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. mark for My Articles similar articles
OCC Bulletin
April 4, 2001
Leveraged Financing Guidance for bankers and examiners that more fully describes supervisory expectations regarding sound practices for leveraged financing activities. mark for My Articles similar articles