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Financial Planning
July 1, 2008
Peter Schroeder
Davis Case Final Ruling Kentucky and 41 other states can continue taxing interest on out-of-state municipal bonds while exempting interest on their own bonds without violating the Constitution, the Supreme Court ruled on May 19. mark for My Articles similar articles
Financial Planning
April 1, 2007
Andrew Ackerman
The Bond Buyer The U.S. Supreme Court cannot decide whether to review a high-profile Kentucky municipal bond case until a discussion of the case is rescheduled. mark for My Articles similar articles
Financial Planning
December 1, 2007
Schroeder & Ackerman
The Bond Buyer A majority of Supreme Court justices are leaning toward overturning a 2006 Kentucky ruling that found the state's favorable tax treatment of its bonds unconstitutional. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 20, 2008
Dan Caplinger
The Financial Earthquake That Never Happened The recent Supreme Court decision will help keep the municipal bond market intact. mark for My Articles similar articles
Financial Planning
May 1, 2007
Lynn Hume
The Bond Buyer College savings plans and other state programs could be significantly affected if the Supreme Court decides to review a Kentucky court ruling. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds. mark for My Articles similar articles
Financial Planning
March 1, 2008
Dakin Campbell
Muni Volume Plunges A dramatically changed municipal market and concerns relating to bond insurers have sent January new-issue volume plunging to levels not seen since September 2001. mark for My Articles similar articles
The Motley Fool
October 25, 2006
Mutual Funds, Explained A mutual fund is thousands of people's money, pooled together by an investment company and invested in stocks, bonds, and other things, all managed for you by Wall Street professionals -- for a sometimes hefty fee. mark for My Articles similar articles
The Motley Fool
November 19, 2009
Dan Caplinger
These Investments Are Far From Risk-Free Don't get seduced by bonds. 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
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. mark for My Articles similar articles
Financial Planning
December 1, 2010
Sheila Amoroso
The Truth About Munis With budget woes a daily news staple, state and local governments are taking steps to address the issues. Amid this uncertainty, it's important to understand some truths about investing in munis. 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
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. mark for My Articles similar articles
Investment Advisor
June 2009
Vaughan Scully
ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option. mark for My Articles similar articles
The Motley Fool
April 24, 2007
John Rosevear
Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2004
Gail Liberman
Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade. mark for My Articles similar articles
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 mark for My Articles similar articles
The Motley Fool
January 25, 2010
Dan Caplinger
Is California Dreamin'? Muni bonds are pricing in disaster. mark for My Articles similar articles
AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
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. 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
Registered Rep.
November 24, 2010
Diana Britton
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say. mark for My Articles similar articles
BusinessWeek
May 12, 2011
Elizabeth Ody
While Muni Fund Investors Flee, Others Pounce Fiscal crises in states and cities have prompted big withdrawals from muni-bond funds. Investors with more risk tolerance are being lured by yields near 4 percent. mark for My Articles similar articles
Financial Planning
October 2, 2007
Dakin Campbell
The Bond Buyer Market fallout hits muni bond mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 28, 2008
Zoe Van Schyndel
A Tax-Smart, Income-Rich ETF As the year draws to a close, many investors think of the taxes they've accumulated on their stock dividends. But one group of ETFs lets investors relax, providing tax-exempt income all year round. mark for My Articles similar articles
The Motley Fool
August 27, 2010
Mac Greer
Can Mutual Funds Prevent the Next Financial Meltdown? Economics professor Lawrence Kotlikoff thinks limited purpose banking is the key to real change. mark for My Articles similar articles
The Motley Fool
May 4, 2007
Dan Caplinger
Float Your Bond Boat If the prospect of higher interest rates has left you on the fixed-income sidelines, consider floating-rate bonds as an alternative to traditional bonds. Although they aren't for everyone, they can help you get the bond exposure your portfolio needs. mark for My Articles similar articles
The Motley Fool
February 27, 2007
Dan Caplinger
Paying for Quality With bonds, sometimes it pays to get the best. Investors and mutual funds that are buying lower-quality bonds may find that they would've been better off sticking with Treasuries in the long run. 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
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. mark for My Articles similar articles
The Motley Fool
June 2, 2005
Selena Maranjian
Americans Favor Mutual Funds Stock funds are hot, as they should be. mark for My Articles similar articles
The Motley Fool
December 29, 2003
What's a Mutual Fund? It's sort of like an investing club. mark for My Articles similar articles
Financial Planning
August 1, 2009
Stacy Schultz
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. mark for My Articles similar articles
Financial Advisor
June 2012
Michelle Knight
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. mark for My Articles similar articles
The Motley Fool
September 17, 2010
James Early
Muni Bonds: Safe or a Sucker's Bet? Hear this view from municipal guru Tom Kozlik. mark for My Articles similar articles
BusinessWeek
February 10, 2011
Paul M. Barrett
Attack of the Commerce Clause A new assault on regulation is gathering force -- and it's deploying a constitutional weapon mark for My Articles similar articles
Investment Advisor
September 2009
Mike Patton
Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class. mark for My Articles similar articles
Financial Planning
January 1, 2005
Mutual Fund Monitor Should you invest in bond funds or individual bonds? mark for My Articles similar articles
The Motley Fool
September 1, 2006
Selena Maranjian
Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones. mark for My Articles similar articles
The Motley Fool
April 21, 2005
Don't Buy the Dividend! There's a bad time to buy into mutual funds. mark for My Articles similar articles
Information Today
December 15, 2011
Thomson Reuters Launches Interactive Tool Covering U.S. Supreme Court Case by Case: The U.S. Supreme Court combines original reporting from Thomson Reuters News & Insights with links to an extensive collection of analysis and legal materials, including motions, briefs and opinions, all sourced from Westlaw. mark for My Articles similar articles
The Motley Fool
December 12, 2006
Dan Caplinger
Crime at the Bond Desk Players in the $2 trillion municipal bond market face investigations. This latest scandal provides a valuable reminder: As investors, you must always be aware of the potential for abuse. mark for My Articles similar articles
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. 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