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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Planning June 1, 2007 Len Reinhart |
Rethinking Leverage Does leverage belong in a retirement portfolio? The answer may surprise you. |
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. |
Financial Advisor June 2011 Alan Lavine |
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios. |
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. |
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? |
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. |
BusinessWeek February 13, 2006 David Henry |
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. |
The Motley Fool April 12, 2010 John Rosevear |
A New Kind of Credit Crisis What happens to the recovery if interest rates go up? |
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. |
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? |
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. |
BusinessWeek May 13, 2010 Jason Kelly |
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. |
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. |
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. |
Investment Advisor October 2010 Mark Tibergien |
Using OPM to Grow AUM External financing can grow your firm -- but beware the pitfalls. |
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. |
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. |
Financial Advisor August 2005 David J. Drucker |
The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message? |
The Motley Fool May 3, 2010 Dan Caplinger |
Do These ETFs Work After All? Research suggests criticism of leveraged ETFs may be unfair. |
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. |
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." |
The Motley Fool April 25, 2011 Morgan Housel |
Why Big Banks Are Cheap Loans dropping; watch out below! |
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. |
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. |
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. |
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. |
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. |
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. ... |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |