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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool November 19, 2009 Dan Caplinger |
These Investments Are Far From Risk-Free Don't get seduced by bonds. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
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. |
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. |
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 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. |
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. |
The Motley Fool April 24, 2007 John Rosevear |
Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio? |
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. |
Financial Advisor July 2004 Gail Liberman |
Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade. |
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 |
The Motley Fool January 25, 2010 Dan Caplinger |
Is California Dreamin'? Muni bonds are pricing in disaster. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
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. |
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. |
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. |
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. |
Financial Planning October 2, 2007 Dakin Campbell |
The Bond Buyer Market fallout hits muni bond mutual funds. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool June 2, 2005 Selena Maranjian |
Americans Favor Mutual Funds Stock funds are hot, as they should be. |
The Motley Fool December 29, 2003 |
What's a Mutual Fund? It's sort of like an investing club. |
Financial Planning August 1, 2009 Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
Financial Advisor June 2012 Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
The Motley Fool September 17, 2010 James Early |
Muni Bonds: Safe or a Sucker's Bet? Hear this view from municipal guru Tom Kozlik. |
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 |
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. |
Financial Planning January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
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. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
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. |
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. |
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. |
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. |