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Financial Planning April 1, 2012 Donna Mitchell |
Up and Away Right from get-go in 2012, investors were shaking off a long spell of market anxiety, becoming more willing to venture into equities and add more risk to their portfolios, according to Scott Burns, director of ETF research at Morningstar. |
Financial Advisor July 2011 Tom Lydon |
A Bear Market For Bonds? The new environment calls for advisors to review their fixed-income holdings and devise a strategy to protect these positions. |
On Wall Street June 1, 2012 Dave Lindorff |
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. |
On Wall Street April 1, 2010 Elizabeth Wine |
ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients. |
Investment Advisor February 2010 James J. Green |
Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs. |
The Motley Fool April 12, 2011 Eric Dutram |
3 Short Treasury Bond ETFs to Invest Like Bill Gross These ETFs might make for intriguing plays in shorting the U.S. government bond market. |
Registered Rep. April 3, 2012 Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. |
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. |
The Motley Fool April 4, 2007 Zoe Van Schyndel |
Fixed-Income Fever The fixed-income universe for ETF investors has been limited to shades of gray rather than a full palette, until now. Two of BGI's new funds are mixed government/credit funds options, which invest in U.S. government and investment-grade corporate securities. |
On Wall Street June 1, 2011 Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
The Motley Fool October 16, 2007 Zoe Van Schyndel |
Buying Bonds Abroad For a number of years investing in foreign bonds was relatively difficult. With the launch of the SPDR Lehman International Trust Bond ETF, investors now have a readily available way to get exposure to non-U.S. fixed income securities. |
Financial Planning May 1, 2007 David Adler |
High Net Worth: Fixing Fixed Income Financial advisors and their clients may be neglecting the fixed-income portion of their portfolios and making suboptimal choices -- even when the overall bond allocation is appropriate. |
Registered Rep. April 3, 2013 Diana Britton |
The Big Bet on Rising Rates Some managers are rolling out long/short bond funds meant to hedge against rising interest rates. But the success of their strategy rests on a market call, and no one can predict when rates will rise. |
The Motley Fool December 7, 2010 Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
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. |
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. |
Financial Advisor February 2008 Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
Financial Advisor July 2011 Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Registered Rep. September 30, 2014 |
Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013. |
The Motley Fool October 6, 2006 Zoe Van Schyndel |
Boring Bond ETFs? For income and diversification, consider bond ETFs. |
Financial Planning November 1, 2009 Stacy Schultz |
ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative. |
The Motley Fool September 1, 2010 Amanda B. Kish |
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments. |
Financial Planning November 1, 2008 Donald Jay Korn |
ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess. |
Investment Advisor August 2009 Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
The Motley Fool August 12, 2010 Amanda B. Kish |
3 New ETFs Worth Buying Here are three new ETFs worth a second look. |
Financial Planning May 1, 2008 Stacy Schultz |
Need for Education A preview of the 2008 Rydex AdvisorBenchmarking Study, a snapshot of the financial advisory business. |
Investment Advisor May 2010 Huxley & Burns |
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. |
The Motley Fool August 23, 2010 Amanda B. Kish |
6 Bond ETFs for Today's Market In case you haven't noticed, bonds are the new black. |
The Motley Fool February 23, 2010 Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
Registered Rep. March 4, 2011 Diana Britton |
New ETF Tools Could Boost ETF Assets, Smaller ETF Players New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, said three ETF consultants |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
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. |
Registered Rep. February 19, 2010 Stan Luxenberg |
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively. |
The Motley Fool July 19, 2011 Michael Johnston |
Five ETFs to Look Forward To Check out these budding ETF ideas. |
Financial Planning January 1, 2009 Stacy Schultz |
Fast and Furious In this volatile market environment, ETFs were the investment vehicle of choice for many institutional investors and advisors, thanks to the funds' intraday trading capability and tax efficiency. |
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 October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad. |
The Motley Fool April 19, 2008 Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. |
Financial Advisor June 2009 Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
Financial Planning May 1, 2012 Joseph Lisanti |
Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios. |
The Motley Fool December 9, 2010 Jared Cummans |
Thursday's ETF to Watch: Treasury Ladder Fund (PLW) Is a bond bubble forming? |
On Wall Street February 1, 2013 John Diehl |
Finding a Middle Ground in the Fixed-Income Markets Finding a way to keep clients safe while generating more income in the markets. |
The Motley Fool January 11, 2011 Dan Caplinger |
Why These Hot ETFs Will Burn You Before you jump into the next hot ETF investment, make sure you're not buying into a fad that's likely to burn out in the months and years to come. |
The Motley Fool January 19, 2010 Amanda B. Kish |
The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds. |
The Motley Fool October 29, 2008 Zoe Van Schyndel |
Get Some Relief From Stocks Fixed income securities have held up better than the stock market, and the Vanguard Total Bond Market ETF is one of the standouts in its class by several measures. |
The Motley Fool July 20, 2011 Stoyan Bojinov |
Inflation ETF Special: 25 ETF Ideas to Fight Rising Prices There's no silver bullet that is guaranteed to offset inflation, but there are dozens of ETFs that may be useful for those worried about the impact of rising prices on their portfolio. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
On Wall Street November 1, 2009 Jeff Ptak |
Advisors: Proceed With Caution When Using ETFs While they are a great tool, advisors must proceed cautiously when considering ETF strategies, such as bond ETFs and more exotic offerings, such as commodity tracking funds, leveraged ETFs and Exchange Traded Notes. |
Financial Planning August 1, 2007 Marshall Eckblad |
Bookshelf Bonds: the Unbeaten Path to Secure Investment Growth by Hildy and Stan Richelson takes a practical look at all the different bond classes, including where to use them and why. |