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BusinessWeek January 31, 2005 Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers.  |
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."  |
Financial Planning March 1, 2006 Anastasija Johnson |
Bond Buyer: Munis Likely to Trump T-Bills Ten-year municipal bonds outperformed their taxable counterparts in the beginning of the year because of low supply and seasonal reinvestment demand and analysts expect the trend to continue.  |
Financial Advisor May 2008 Marla Brill |
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career.  |
BusinessWeek December 10, 2009 Chris Farrell |
A Comeback for Munis Despite yawning state and local budget deficits, tax-sensitive investors are piling into municipal bonds.  |
Financial Advisor September 2005 Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates.  |
BusinessWeek February 2, 2004 Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now.  |
Financial Advisor January 2011 Alan Lavine |
Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates.  |
Financial Advisor October 2005 Marla Brill |
No Homeruns This Year The manager of the Delaware High-Yield Opportunities Fund believes that this year, with concerns about rising interest rates widespread and yield spreads so tight, high-yield bond returns won't measure up to the appetizing levels investors saw in 2003 and 2004.  |
Financial Advisor March 2008 Marla Brill |
Managing The Municipal Malaise With bond insurer ratings on the brink and hedge funds fresh off a selling spree, the normally staid municipal bond market has taken on a more volatile profile over the last few months.  |
Registered Rep. June 1, 2004 Steve Watkins |
Junk Is Not Bunk When the Federal Reserve signals an imminent rate rise, the news is traditionally greeted like a general alarm in the high-yield bond markets: "Get out while you can! Run for your lives!"  |
Financial Advisor February 2012 Marla Brill |
Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs.  |
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.  |
Investment Advisor October 2008 George Strickland |
Sleuthing Bonds Municipal bonds are now more likely to move in the opposite direction of Treasury bonds, where before the two markets commonly moved in the same direction.  |
Financial Planning February 1, 2008 Elizabeth O'Brien |
Fund Manager Profile: Not Your Dad's Munis Philip Condon seeks value along the yield curve for DWS Managed Municipal Bonds, which he has managed since 1990.  |
Investment Advisor October 2010 John Sullivan |
Catching up with... Robert Bigelow Robert Bigelow of Highmark Capital talks about dramatic changes to the municipal market over the last several years. What new challenges are municipal investors facing?  |
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 May 1, 2006 Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax.  |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product.  |
Registered Rep. August 29, 2011 Stan Luxenberg |
Outperforming Muni Bond Funds Can Be Conservative or Aggressive. But You Better Know Your Fund Not all municipal bond fund managers are content to stay in the middle of the field. A few stars have topped the averages by following unusual strategies.  |
BusinessWeek January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform  |
Financial Advisor June 2012 Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders.  |
On Wall Street November 1, 2010 Tim Knepp |
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class.  |
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.  |
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 July 1, 2010 Donald Jay Korn |
Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis.  |
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.  |
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.  |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds.  |
Investment Advisor October 2005 Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn.  |
Financial Advisor December 2009 Eric Uhlfelder |
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds.  |
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 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.  |
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.  |
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.  |
Registered Rep. November 24, 2010 Diana Britton |
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say.  |
Financial Advisor June 2008 Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments.  |
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?  |
BusinessWeek April 25, 2005 Adrienne Carter |
A Triple Play At Calamos How Calamos created the third-best-performing mutual fund of the past decade.  |
The Motley Fool December 20, 2010 Russ Krull |
Muni Bond ETFs? Not So Fast An argument against municipal bond exchange-traded funds.  |
Financial Planning July 1, 2008 Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them.  |
Registered Rep. April 5, 2011 Stan Luxenberg |
A Bond Bear Market? Not to Worry, Follow Vanguard's Bogle's System Under most scenarios, bonds will deliver modestly positive returns in coming years.  |
Registered Rep. October 4, 2013 Stan Luxenberg |
Getting Yield in Short Duration Bonds Should you shift all your bond allocation to shorter issues? Probably not. Over long periods, intermediate bonds have outdone short-term issues by wide margins.  |
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 Advisor February 2, 2009 Alan Lavine |
Outlook 2009 Mutual fund managers are guardedly optimistic on equities, but find bonds even more appealing.  |
The Motley Fool April 13, 2010 Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive.  |
Financial Planning April 1, 2006 Ilana Polyak |
Bond-Buyer's Dilemma Ron Fielding and his Oppenheimer Rochester National Municipals fund has smoked the muni-fund competition by buying tobacco bonds. But supplies are running low.  |
The Motley Fool January 24, 2011 Dan Caplinger |
Time to Sell This Junk? Junk bonds are getting pricey again.  |
The Motley Fool August 22, 2007 Zoe Van Schyndel |
Junk Joy: A High-Yield ETF Should you choose to invest in higher risk, rated-below investment-grade, high-yield bonds, consider a high-yield fund with a more diversified portfolio.  |
BusinessWeek May 12, 2011 Elizabeth Ody |
While Muni Fund Investors Flee, Others Pounce Fiscal crises in states and cities have prompted big withdrawals from muni-bond funds. Investors with more risk tolerance are being lured by yields near 4 percent.  |