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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. mark for My Articles similar articles
Registered Rep.
July 1, 2005
Stan Luxenberg
Killing It Softly Under departing Chairman William Donaldson, one of the SEC's most decisive actions received little attention; it recently eliminated a class of investments: stable value mutual funds. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Stan Luxenberg
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. mark for My Articles similar articles
The Motley Fool
July 11, 2007
Dan Caplinger
Earn More From Your Retirement Savings If your 401(k) offers a stable value fund, don't reject it out of hand as too good to be true. It may be exactly what you need to increase the income from your retirement savings. mark for My Articles similar articles
Financial Advisor
March 2006
Marla Brill
Mortgage Bonds Offer Mixed Bag A cooling housing market, rising interest rates and regulatory scrutiny have bond fund managers and fixed-income strategists keeping a watchful eye on the direction of the $5.8 trillion mortgage-backed securities market. mark for My Articles similar articles
The Motley Fool
August 16, 2007
Dan Caplinger
Big-Time Risk on Short-Term Money Short-term bond funds have been billed as an attractive substitute for money-market mutual funds. But as some investors are discovering, these funds aren't risk-free. Yields fluctuate, and you risk losing some principal. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
Financial Advisor
June 2006
Tracey Longo
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 4, 2007
Zoe Van Schyndel
Fixed-Income Fever The fixed-income universe for ETF investors has been limited to shades of gray rather than a full palette, until now. Two of BGI's new funds are mixed government/credit funds options, which invest in U.S. government and investment-grade corporate securities. mark for My Articles similar articles
Financial Advisor
June 2004
Marla Brill
The Cash Conundrum Should fund managers let cash build or stay fully invested at all times? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
The Motley Fool
March 24, 2010
Robert Brokamp
Bonds vs. Bond Funds Which compliments your portfolio? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 2007
Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again. mark for My Articles similar articles
The Motley Fool
December 11, 2007
Dan Caplinger
2007's Big Surprise Mutual funds that invest in Treasury securities have put in an unexpectedly good performance in 2007, giving broader-market indexes a run for their money. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. mark for My Articles similar articles
Financial Advisor
February 2008
Marla Brill
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. mark for My Articles similar articles
The Motley Fool
April 29, 2009
Dan Caplinger
Beware This Investment's Hidden Risks Bonds deserve a place in most investors' portfolios. But relying on them exclusively could be riskier than you think. 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
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. mark for My Articles similar articles
Financial Advisor
October 2005
Marla Brill
Why Bonds Keep Beating The Odds Financial advisors who have been taking defensive measures in anticipation of rising long-term rates and falling bond prices may have to wait awhile longer for their strategies to shine. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
December 4, 2006
Dan Caplinger
10 Trillion Reasons to Invest Mutual funds keep raking in the money. mark for My Articles similar articles
The Motley Fool
January 24, 2005
Mathew Emmert
Think Dividend Stocks, Not Bonds Bonds aren't compelling investments in today's market. This dividend fan tells you why. mark for My Articles similar articles
Financial Advisor
February 2012
Marla Brill
Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs. mark for My Articles similar articles
BusinessWeek
February 4, 2010
Tara Kalwarski
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 mark for My Articles similar articles
Financial Advisor
October 2012
Michelle Knight
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. mark for My Articles similar articles
Financial Planning
June 1, 2013
Donald Jay Korn
Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2008
Jason Brady
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2004
Tracey Longo
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. mark for My Articles similar articles
The Motley Fool
October 29, 2004
Dayana Yochim
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. mark for My Articles similar articles
Financial Planning
October 1, 2010
Geoff Considine
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. mark for My Articles similar articles
Financial Planning
October 1, 2006
Donald Jay Korn
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. mark for My Articles similar articles
Financial Planning
June 1, 2005
Ilana Polyak
Fund Manager Profile: What, No Bonds? An investor who wants to hold cash generally doesn't do so in a bond fund. Yet that's just what shareholders of $2.1 billion FPA New Income have done in recent years, as the fund's cash position has grown steadily higher. mark for My Articles similar articles
Financial Advisor
August 2004
Marla Brill
An Environment Of "Muted" Inflation Are predictions of soaring inflation and interest rates overblown? mark for My Articles similar articles
Financial Advisor
January 2005
Marla Brill
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. 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
Financial Advisor
July 2011
Tom Lydon
A Bear Market For Bonds? The new environment calls for advisors to review their fixed-income holdings and devise a strategy to protect these positions. mark for My Articles similar articles
Financial Advisor
May 2008
Marla Brill
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career. mark for My Articles similar articles
Financial Planning
November 1, 2009
Allan S. Roth
Tips on TIPS A look at Treasury Inflation-Protected Securities (TIPS) as measured by the Urban Consumer Price Index (CPI-U). mark for My Articles similar articles
BusinessWeek
November 10, 2003
Jeffrey M. Laderman
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. mark for My Articles similar articles