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On Wall Street
April 1, 2011
Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls. 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
On Wall Street
September 1, 2012
Matthew Lemieux
Market Uncertainty Drives Investors Toward Index-Based Equity Funds European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 12, 2011
Dan Caplinger
Double Your Income With These 7 Stocks Dividends are the only place to be right now. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donna Mitchell
Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory. mark for My Articles similar articles
Financial Planning
May 1, 2006
Elizabeth O'Brien
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? mark for My Articles similar articles
On Wall Street
December 1, 2010
Elizabeth Wine
Looking Ahead In Fixed Income, Finding The Good Buys In 2011 Interest rates that are low and going lower have you doubting the big picture in bonds? Don't worry, there is hope to find opportunities in fixed income in 2011, provided you know where to look. mark for My Articles similar articles
On Wall Street
May 1, 2013
Matthew Lemieux
Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise. 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
Registered Rep.
September 1, 2011
Diana Britton
Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows. mark for My Articles similar articles
The Motley Fool
July 26, 2010
Stocks vs. Bonds: No Contest If you've recently fled stocks in favor of the safety of bonds, you're likely making a very costly mistake. Here's why. mark for My Articles similar articles
Financial Planning
September 1, 2006
Donald Jay Korn
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work. mark for My Articles similar articles
Financial Planning
July 1, 2010
George Strickland
TIPS and Ladders Investors are worried about inflation rising. One way to measure their level of anxiety is to look at the break-even rate between Treasury Inflation-Protected Securities (TIPS) and fixed-rate Treasury notes. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. mark for My Articles similar articles
The Motley Fool
June 20, 2007
Jim Mueller
The Dividend Triple Play Washington Mutual fits the profile of the dividend triple play -- high yield, history of dividend increases, and share-price appreciation. Luckily, it's not the only company out there making this play. mark for My Articles similar articles
The Motley Fool
September 18, 2009
Todd Wenning
Stocks That Keep Paying You Back Jumping into bonds isn't a bad thing, but investors do need to keep a few things in mind. mark for My Articles similar articles
Financial Planning
November 1, 2012
Laton McCartney
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 26, 2010
Dan Caplinger
The Best Place to Find Income Now Bond yields and dividend yields are moving in opposite directions. mark for My Articles similar articles
Financial Planning
August 1, 2011
Donna Mitchell
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. mark for My Articles similar articles
Financial Planning
November 1, 2009
Stacy Schultz
A Split Game Mutual fund investors remain split over where the economy is headed. mark for My Articles similar articles
On Wall Street
March 1, 2011
Jerry Webman
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. mark for My Articles similar articles
Financial Advisor
November 2012
Marla Brill
Beyond Bonds As interest rates remain at rock-bottom levels, investors seeking higher yields are piling into bond funds. Mark Freeman has produced an attractive total return with low volatility without depending solely on fixed income securities. mark for My Articles similar articles
Financial Planning
February 1, 2012
Donna Mitchell
Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier. mark for My Articles similar articles
The Motley Fool
March 3, 2009
Ivan Martchev
Freaky February: Both Stocks and Treasuries Fall What to make of February's asset class performance. mark for My Articles similar articles
The Motley Fool
February 17, 2009
Todd Wenning
Stocks to Fight the Coming Inflation Wave Now's the time to prepare your portfolio. mark for My Articles similar articles
The Motley Fool
March 16, 2011
Dan Caplinger
Why Bonds Aren't Enough to Retire On Most investors can't afford the luxury of an all-bond portfolio. 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
January 1, 2013
Laton McCartney
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. 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
February 1, 2011
Donna Mitchell
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. 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
Financial Planning
September 1, 2011
Donald Jay Korn
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2006
Elizabeth O'Brien
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. mark for My Articles similar articles
The Motley Fool
September 29, 2010
Matt Koppenheffer
Are Stocks Actually Cheap? Is this popular signal saying that stocks are cheap right now? mark for My Articles similar articles
Registered Rep.
March 12, 2012
Diana Britton
Yield of Dreams: Are Investors Starting to Wake up and Smell the Rally? For months, we've been scratching our heads over why retail investors have been fleeing U.S. equity mutual funds and flocking to bond funds and U.S. Treasuries, where yields are practically non-existent. 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
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
January 2011
Jeff Schlegel
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. mark for My Articles similar articles
The Motley Fool
September 7, 2010
Jordan DiPietro
Investors Are on the Verge of Disaster In the frenetic craze to find security for their portfolios, investors are jumping on the bond bandwagon, despite terrible returns. mark for My Articles similar articles
Financial Planning
November 1, 2010
Donna Mitchell
The Rising Tide What a difference three months make. Bouncing back from a second quarter defined by uncertainty and volatility, mutual fund investors believed that the markets were turning a corner-or at least could not get much worse. mark for My Articles similar articles
Financial Planning
August 1, 2012
Ilana Polyak
Focus on the Home Front When conditions are bad, sometimes it's best to stay home. That's largely how mutual fund investors felt about the second quarter. Bonds were the place where investors sought solace. mark for My Articles similar articles
The Motley Fool
July 7, 2009
Dan Caplinger
Can These Investments Keep Flying High? As long as you understand the risks involved, owning corporate bonds either directly or through a bond exchange-traded fund or mutual fund can give you higher yields on your money. mark for My Articles similar articles
BusinessWeek
September 25, 2008
Chris Farrell
Safe Investing in a Troubled Economy Here are some of the safest places to invest your money. But the price of safety may be low returns. mark for My Articles similar articles
Financial Planning
May 1, 2012
Donna Mitchell
On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors. 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
August 11, 2011
Dan Caplinger
U.S. Treasury 1, S&P 0 Treasuries stand out in a bond market that's otherwise lackluster at best. mark for My Articles similar articles
The Motley Fool
July 30, 2007
S.J. Caplan
Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: As the summer rolls on, the economic outlook from here calls for sustained, modest growth... mark for My Articles similar articles