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Registered Rep. March 1, 2012 Diana Britton |
Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors? |
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. |
The Motley Fool August 3, 2010 Amanda B. Kish |
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities. |
The Motley Fool September 13, 2011 Dan Caplinger |
Don't Follow Bill Gross Off the Cliff PIMCO bond maven Bill Gross throws in the towel. Should you? |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Registered Rep. June 1, 2012 Diana Britton |
Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years. |
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. |
The Motley Fool January 31, 2011 Dan Caplinger |
ETFs You Just Don't Need Active ETFs are coming, but why buy? |
Financial Planning December 1, 2006 Elizabeth O'Brien |
Safe Harbor Bill Gross' Harbor Bond remains a good pick despite a (relatively) down year. |
The Motley Fool May 30, 2007 Amanda B. Kish |
PIMCO Walks on the Wild Side The bond firm plans to tackle riskier investments. But investors shouldn't start worrying yet. |
BusinessWeek November 19, 2009 Lewis Braham |
What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio? |
The Motley Fool October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad. |
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. |
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. |
The Motley Fool May 20, 2010 Amanda B. Kish |
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. |
The Motley Fool June 30, 2011 Selena Maranjian |
Make Money in Junk Bonds the Easy Way There's no need to guess which junk bonds will perform best. |
Registered Rep. October 1, 2012 Stan Luxenberg |
Flexible (Bond) Funds Nontraditional funds that can sell short are attracting advisors' attention -- and client money. |
The Motley Fool August 6, 2010 Amanda B. Kish |
Must-Read Mutual Fund News The week in mutual funds and how to profit from it. |
Registered Rep. March 26, 2013 Stan Luxenberg |
The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years? |
The Motley Fool December 22, 2010 Dan Caplinger |
Bill Gross Is Buying This. Should You? The bond market has gone into free fall in recent weeks. But bond guru Bill Gross apparently thinks it's much ado about nothing -- and he's letting his money do the talking for him. |
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 July 30, 2007 Amanda B. Kish |
The Key to ETF Success As firms such as Vanguard and Barclays continue to duke it out for dominance in the ETF arena, costs will likely continue to fall across the board. That should be a good thing -- for both investors and the ETF market in general. |
Registered Rep. June 11, 2014 Stan Luxenberg |
Bargains in Closed-End Funds? According to Thomas J. Herzfeld Advisors, the average closed-end bond fund now sells at a 6% discount to the value of its assets. You can buy $1 worth of bonds for 94 cents. |
Registered Rep. March 31, 2015 John F. Wasik |
The Case For Fixed Income Active Management Does it still make sense to have a high-profile, actively managed bond fund in your clients' portfolios? |
The Motley Fool March 9, 2009 Dan Caplinger |
Wall Street's Last Hope for Profits Charles Schwab's venture into ETFs could start a trend among brokerage firms, who are struggling to keep more of their customers' money for themselves. |
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 13, 2010 Amanda B. Kish |
6 Bond ETFs to Avoid Steer clear of these precarious picks. |
BusinessWeek April 1, 2010 Keene & Walker |
A Bond King Turns Bearish With interest rates likely to move higher, Pimco's Bill Gross says the long bull market for bonds is over. |
The Motley Fool June 17, 2010 Nathan Alderman |
What the Fool Is an ETF? What is an ETF? An ETF, short for "exchange-traded fund," is a mutual-fund-like basket of investments that trades like a stock. Though a few ETFs are actively managed, most simply track some sort of index. ETFs have five main benefits. |
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. |
BusinessWeek July 18, 2005 Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
The Motley Fool May 18, 2010 Dan Caplinger |
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. |
The Motley Fool May 11, 2009 Dan Caplinger |
Don't Buy This New Investment Wait to see how active ETFs do before you jump in. |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
The Motley Fool June 22, 2010 Dan Caplinger |
Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated. |
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 November 1, 2007 Donald Jay Korn |
Thick or Thin? A few ETFs account for most of the trading volume in this popular asset class. The rest merit close scrutiny -- for costs, liquidity and diversification. |
The Motley Fool April 25, 2007 Dan Caplinger |
An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses. |
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. |
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. |
The Motley Fool September 15, 2010 Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs. |
Financial Advisor July 2012 Tom Lydon |
In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
Registered Rep. January 26, 2011 Diana Britton |
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time? |
Registered Rep. May 17, 2013 Stan Luxenberg |
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? |
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 December 27, 2010 Amanda B. Kish |
Why Even Bond Managers Hate Bonds It may be time to switch back to stocks. |
BusinessWeek April 28, 2011 Sree Vidya Bhaktavatsalam |
This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers. |
The Motley Fool October 16, 2009 Dan Caplinger |
These Investments Just Aren't Worth It Perhaps the most puzzling new product is one that tries to combine the ease of ETFs with the benefits of active management. Active ETFs just don't give you what you're paying for. |
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. |