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Financial Advisor June 2011 Alan Lavine |
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios. |
Financial Planning November 1, 2008 David A. Twibell |
Floating Above the Rest Where can advisors find decent yields for clients without getting their heads handed to them if, as many expect, the Federal Reserve ratchets up interest rates next year? One option may be floating-rate loans. |
On Wall Street July 1, 2013 Jeff Tjornehoj |
Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan participation mutual funds and ETFs. |
BusinessWeek October 20, 2003 Mara Der Hovanesian |
Prime Time For Prime-Rate Funds These funds can help protect you against the risk of higher interest rates. |
Financial Advisor January 2004 Marla Brill |
Bank Loan Funds Regain The Spotlight Funds that invest in variable rate loans to below-investment-grade companies may sound like a gamble, but it's one that an increasing number of financial advisors worried about the impact of rising interest rates are willing to take. |
Financial Advisor July 2004 Alan Lavine |
Potential Shields From Rising Rates Loan funds may be a low-risk option for investors. |
Financial Planning September 1, 2008 Ilana Polyak |
Crazy for Junk With today's credit woes, who could blame you if you wanted nothing to do with junk bonds right now? |
Financial Advisor May 2005 Karen DeMasters |
Substituting For Stable Value Funds Despite the popularity that stable value funds have enjoyed in the last few years, as part of a diversified portfolio for individuals' retirement accounts, the unique funds have fallen by the wayside in recent months as financial advisors search for alternative investments for their clients. |
BusinessWeek May 13, 2010 Jason Kelly |
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. |
BusinessWeek February 13, 2006 David Henry |
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. |
BusinessWeek January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
Registered Rep. September 12, 2013 Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
BusinessWeek October 23, 2006 |
Danger--Explosive Loans Collateralized loan obligations offer loads of cheap money. But payback time may be coming. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
BusinessWeek August 27, 2009 James C. Cooper |
Business Outlook: Why Credit Growth Remains Slow Banks are still skittish about offering credit, and households and companies remain reluctant to borrow, creating drags on the recovery. |
BusinessWeek October 31, 2005 Mara Der Hovanesian |
Hedges: The New Corporate ATMs Hedge funds and other institutional investors are lending money to corporations as banks get pickier. |
Financial Advisor December 2006 Marla Brill |
Clouds Gather Over Junk Bonds Financial advisors doing year-end portfolio tuning should give the high-yield portion of fixed-income investments a little extra scrutiny, and keep a close eye on their positions in 2007. |
Financial Planning September 1, 2005 Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
Financial Advisor May 2008 Eric Rasmussen |
Reconsidering Junk The first quarter of 2008 was hard on a lot of people, but especially on high-yield investors, whose junk bonds got thoroughly trashed. |
Financial Planning August 1, 2009 Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
U.S. Banker January 2011 Scott Anderson |
Short-Term Gain, Long-Term Pain The Fed s plan to buy $600 billion of Treasury bonds might boost demand for loans, but this latest round of quantitative easing could hamper bank profitability and continue to restrain the economic recovery. |
The Motley Fool April 25, 2011 Morgan Housel |
Why Big Banks Are Cheap Loans dropping; watch out below! |
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. |
Financial Advisor October 2009 Eric Rasmussen |
The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy. |
Commercial Investment Real Estate Mar/Apr 2004 Barnhill & Mazyck |
VRDN Value Underwriters have addressed these problems successfully and now offer small commercial real estate borrowers below-prime-rate financing through variable rate demand notes. |
National Real Estate Investor October 1, 2002 Kathleen Fitzpatrick |
Taking the Floating-Rate Gamble A slow recovery in the U.S. economy has prompted more and more borrowers to bet that interest rates won't be rising anytime soon. And still others, fueled by fears of overall uncertainty, are satisfying their appetites with flexible financing. |
The Motley Fool September 7, 2006 |
Long Bonds and Zero Coupons Think of bonds as loans -- and perhaps consider investing in some. |
FDIC FYI October 8, 2002 |
Syndicated Credits Deteriorate, But at a Slower Pace Large banking organizations are continuing to feel the effects of the recession, as syndicated loan quality remains generally weak. |
Registered Rep. March 17, 2010 Stan Luxenberg |
Bond Funds Facing Bleak Prospects? Federal Reserve Chairman Ben Bernanke has been carefully signaling that the Fed stands ready to raise interest rates this year if the economy continues to mend. For bond funds that could be bad news. |
FDIC FYI February 27, 2002 |
Loan Weakness Spreads; Banks' Defenses Hold Large banks' business loans have been hit hardest by the recession, but some weakening is now appearing for smaller banks and for other kinds of loans... |
The Motley Fool April 30, 2009 Mike Pienciak |
More Pain Ahead for Banks and Insurers Leveraged loans and low-grade bonds pose the next balance sheet risk. |
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 Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
Registered Rep. October 27, 2014 Debbie Carlson |
NextGen Bond Managers Another generation of younger bond fund managers is coming up in the ranks who are quietly turning in solid results without the hype. |
National Real Estate Investor June 1, 2005 Matt Hudgins |
Sounding the Alarm Bell on CMBS Lending The capital pouring into commercial real estate isn't limited to conduit loans, but the industry at large can't afford to ignore changes in CMBS standards because securitization has evolved to influence nearly all commercial real estate lending. |
The Motley Fool October 30, 2007 Dan Caplinger |
Get a Cheap Loan Fast ... From Yourself If you're facing a temporary setback and need a short-term solution, a 401(k) loan may not be as bad as some experts think, and a lot better than other alternatives. |
Commercial Investment Real Estate May/Jun 2013 Jeffrey M. Goodman |
A Bridge to Success Interim loans can span the multifamily lending gap. |
The Motley Fool January 24, 2007 Mary Dalrymple |
Study Your College Loan Options Know when to use a private or a federal loan to pay your tuition bill. |
Financial Advisor April 2007 Alan Lavine |
High-Yield Bond Blues? After several years of strong performance, it's questionable whether high-yield or junk bonds will earn their coupons this year. |
National Real Estate Investor February 1, 2007 W. Joseph Caton |
Attached Strings to Conduit Loans As a property investor's real estate management needs and development skills expand, the nature of the loans that investor buys into begins to take on new meaning. |
The Motley Fool June 27, 2007 Emil Lee |
Securitization Simplified Securitization is complicated, but understanding the mechanics will help you evaluate many financial companies. Here is a brief primer on collateralized debt obligations. |
Financial Advisor May 2012 Marla Brill |
High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned. |
The Motley Fool December 20, 2007 Dan Caplinger |
The Ratings Game The companies that rate bonds look at several factors in rating fixed-income securities. Learn how these ratings work, and don't buy without knowing the facts. |
Financial Planning March 1, 2008 Donald Jay Korn |
Seeing Red Sallie Mae, the leading lender to college students, reported a $1.6 billion loss in the fourth quarter of 2007. Sallie Mae isn't the only student lender that has been bloodied recently. Students and parents need to be cautious when looking for student loans. |
Commercial Investment Real Estate Jul/Aug 2011 David F. Webb |
The Lending Scene Commercial mortgage-backed securities' return brightens the picture in primary markets. |
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. |
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. |
National Real Estate Investor June 1, 2005 Matt Hudgins |
Why the Checkout Line to Defease is Lengthening Skyrocketing property values are the biggest engine driving defeasance in 2005. The capital pouring into commercial real estate has outstripped supply, with the resulting competition to acquire properties exerting upward pressure on sale prices and property values in general. |
BusinessWeek September 12, 2005 Justin Hibbard |
Bring On The Battered Debt Lots of smart people think the junk-bond boom of the past few years is about to end with a series of defaults, and they're lining up to cash in. |
National Real Estate Investor January 1, 2005 Matt Hudgins |
Leaping Through The Lending Trough According to the normal rhythms of the real estate industry, the first years of this decade should have been a slow period for lenders. To the delight of the mortgage industry, it hasn't worked out that way. |