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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 Advisor June 2011 Alan Lavine |
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios. |
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. |
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 Advisor July 2004 Alan Lavine |
Potential Shields From Rising Rates Loan funds may be a low-risk option for investors. |
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. |
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 February 13, 2006 David Henry |
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. |
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. |
BusinessWeek May 13, 2010 Jason Kelly |
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. |
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. |
Financial Planning November 1, 2007 Elizabeth O'Brien |
Fund Manager Profile: They're Not Junk Michael Weilheimer, the manager of the high-yield, $2 billion Eaton Vance Income Fund of Boston, makes the case for high-yield bonds. |
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 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 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? |
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. |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds. |
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? |
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. |
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. |
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. |
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." |
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. |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
Financial Advisor November 2003 Marla Brill |
A Constant Alternative Only recently available to individual investors, stable value funds boom. |
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. |
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. |
FDIC FYI August 29, 2002 |
Strong Bank Earnings Reflect Nature of U.S. Downturn Second quarter 2002 earnings results for commercial banks show that the benefits of a steep yield curve continue to outweigh the costs of higher credit losses. |
Financial Advisor June 2008 Eric Uhlfelder |
Searching For Yield Venture just slightly beyond familiar places advisors look for income and advisors can find opportunities in which to find yield. |
Registered Rep. June 1, 2004 Steve Watkins |
Junk Is Not Bunk When the Federal Reserve signals an imminent rate rise, the news is traditionally greeted like a general alarm in the high-yield bond markets: "Get out while you can! Run for your lives!" |
BusinessWeek November 7, 2005 David Henry |
Treading Warily In The Junkyard High-yield bonds are a tougher sell as rates rise and economic worries grow. |
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. |
BusinessWeek May 10, 2004 Anne Tergesen |
Higher Rates: A Survival Kit Rising rates are usually the bane of bondholders, but not if you own certain investments. Plenty of options exist for maximizing yields in this climate. |
CFO October 1, 2008 Vincent Ryan |
Now What? As banks tend to their balance sheets and seek higher returns on capital, corporate lines of credit are becoming more expensive and tougher to keep. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool October 10, 2008 Dan Caplinger |
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. |
The Motley Fool April 25, 2011 Morgan Housel |
Why Big Banks Are Cheap Loans dropping; watch out below! |
FDIC FYI February 27, 2002 |
Loan Weakness Spreads; Banks' Defenses Hold Large banks' business loans have been hit hardest by the recession, but some weakening is now appearing for smaller banks and for other kinds of loans... |
Financial Planning December 1, 2007 Elizabeth O'Brien |
Subprime Truths and Consequences The continuing credit crunch spotlights the perils of leverage. How should your financial advisory clients respond? |
BusinessWeek October 23, 2006 |
Danger--Explosive Loans Collateralized loan obligations offer loads of cheap money. But payback time may be coming. |
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. |
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. |
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. |