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Financial Planning
May 1, 2006
Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax.   |
Registered Rep.
October 1, 2004
Stan Luxenberg |
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. |
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. |
Financial Advisor
September 2005
Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
BusinessWeek
February 16, 2004
Toddi Gutner |
Those "Tax-Free" Munis: Look Again The AMT disallows tax-free interest when the bond is deemed to be financing for a "private activity," not for the public weal. While issued by a public agency, they may actually support a private-sector activity. |
Entrepreneur
March 2007 |
Time For A Muni Makeover? Take a closer look at municipal bonds. |
The Motley Fool
April 13, 2010
Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive. |
Financial Advisor
June 2008
Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments. |
Financial Advisor
June 2012
Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
BusinessWeek
February 2, 2004
Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
The Motley Fool
March 30, 2009
Liz Peek |
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. |
Registered Rep.
December 1, 2004
Mike Ruff |
From Safe to Stagnant If there's one thing to be learned from "all weather" investment strategies such as muni laddering, it's this: there is such a thing as too conservative. Therefore, advisors should make it clear to their clients that the safety offered comes at a steep price. |
Financial Planning
January 1, 2009
Ilana Polyak |
Mining for Munis Warren Pierson, co-manager of the Baird Intermediate Municipal Bond fund, sees opportunity in this dark period. |
Financial Advisor
January 2011
Alan Lavine |
Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates. |
On Wall Street
November 1, 2008
J Gibson Watson |
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free |
Financial Advisor
December 2009
Eric Uhlfelder |
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds. |
BusinessWeek
January 31, 2005
Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. |
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. |
Financial Advisor
March 2008
Marla Brill |
Managing The Municipal Malaise With bond insurer ratings on the brink and hedge funds fresh off a selling spree, the normally staid municipal bond market has taken on a more volatile profile over the last few months. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Fund Manager Profile: Not Your Dad's Munis Philip Condon seeks value along the yield curve for DWS Managed Municipal Bonds, which he has managed since 1990. |
Financial Advisor
July 2004
Gail Liberman |
Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade. |
The Motley Fool
September 13, 2007
Dan Caplinger |
Make a Mint With Munis With falling yields elsewhere, municipal bonds look more attractive. Traditionally difficult to buy, it is now a little easier to purchase them with a new ETF, the iShares S&P National Municipal Bond Fund. |
AskMen.com
Michael Estrin |
Investing In Bonds Having some bonds in your portfolio is not only a good way to make money, it's also a great way to diversify. Here's what you need to know before you invest in the bond market. |
Financial Advisor
May 2011
Bruce W. Fraser |
Will Muni Bond Funds Make Us Smile Again? Many advisors think the criticism and fear of the municipal bond market is overblown. |
Financial Planning
September 1, 2007
Marshall Eckblad |
5 Questions Stan and Hildy Richelson, authors of Bonds: The Unbeaten Path to Secure Investment Growth, answer five questions about the recent volatility in the fixed income market. |
Registered Rep.
January 27, 2011
Stan Luxenberg |
Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich. |
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. |
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. |
Financial Planning
March 1, 2005
Donald Jay Korn |
The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins. |
Financial Advisor
September 2010
Riva D. Atlas |
The Muni Minefield Why a diversified portfolio of municipal bonds may be a safe place to invest despite the harsh words against them. |
The Motley Fool
September 24, 2007
Amanda B. Kish |
Muni Bond ETFs Take Center Stage If you are looking for a cheap way to get into the municipal bond market, some of these new Muni Bond ETFs might be right for you. |
The Motley Fool
September 19, 2007
Zoe Van Schyndel |
Muni Madness The first municipal bond ETFs are on the market. With low expense ratios, and tax-exempt interest, they represent an interesting way to invest in muni bonds. |
Finance & Development
September 2011
Rabah Arezki et al. |
Municipal Fallout U.S. state bond markets are not insulated from each other but are from the federal bond market. |
Financial Planning
July 1, 2010
Donald Jay Korn |
Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis. |
Financial Planning
February 1, 2010
Donald Jay Korn |
Individual Issues With savvy strategies and new research, planners can use individual municipal bonds to provide low-risk, predictable cash flow to clients. |
BusinessWeek
January 31, 2005 |
Tapping States for a Tax-Exempt Fund Reid Smith of the Vanguard High-Yield Tax-Exempt Fund on why general-obligation bonds look good to him now. |
The Motley Fool
May 20, 2010
Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
The Motley Fool
February 2, 2011
Dan Caplinger |
It's Time to Buy These Hated Investments Prices in the municipal bond market have been beaten down to the point where their yields make no sense -- and smart investors are starting to look for opportunity. |
The Motley Fool
February 15, 2011
Dan Caplinger |
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
BusinessWeek
September 3, 2007
Jonathan Berr |
Shaky Times For Munis Depending on how the U.S. Supreme Court rules on an obscure point of tax law in its next session, the normally sleepy municipal bond market could be turned upside-down. |
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. |
Financial Planning
April 1, 2005
Scholl & Baldt |
Municipal Mindset Beating the municipal bond market requires the skills of a sleuth. Does your manager have what it takes? |
The Motley Fool
July 28, 2010
Dan Caplinger |
The Right Way to Balance Stock Risk Stocks may be the investment that will make you rich. But once you've saved up a decent nest egg, you'll need other investments to help you stay rich. |
Financial Planning
April 1, 2012
Ilana Polyak |
The Storm That Wasn't This year looks to be more typical and less rewarding for the municipal bond market. |
Financial Planning
January 1, 2005
Janet Aschkenasy |
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal. |
Registered Rep.
February 13, 2012
Stan Luxenberg |
Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields. |
BusinessWeek
December 10, 2009
Chris Farrell |
A Comeback for Munis Despite yawning state and local budget deficits, tax-sensitive investors are piling into municipal bonds. |
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. |
The Motley Fool
December 17, 2010
Michael Johnston |
Looking for Juicy Yields? Try Muni Bond ETFs Are municipal bonds right for your portfolio? |
