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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. |
Financial Planning August 1, 2009 Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
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. |
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. |
The Motley Fool August 12, 2011 Dan Caplinger |
Double Your Income With These 7 Stocks Dividends are the only place to be right now. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 May 26, 2010 Dan Caplinger |
The Best Place to Find Income Now Bond yields and dividend yields are moving in opposite directions. |
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. |
Financial Planning November 1, 2009 Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
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. |
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. |
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. |
The Motley Fool March 3, 2009 Ivan Martchev |
Freaky February: Both Stocks and Treasuries Fall What to make of February's asset class performance. |
The Motley Fool February 17, 2009 Todd Wenning |
Stocks to Fight the Coming Inflation Wave Now's the time to prepare your portfolio. |
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. |
Financial Advisor October 2012 Michelle Knight |
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. |
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%. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool September 29, 2010 Matt Koppenheffer |
Are Stocks Actually Cheap? Is this popular signal saying that stocks are cheap right now? |
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. |
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. |
BusinessWeek February 4, 2010 Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
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. |
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... |