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Financial Advisor January 2008 Marla Brill |
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk.  |
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.  |
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."  |
Entrepreneur September 2006 Scott Bernard Nelson |
Balancing Act Hybrid securities are becoming increasingly common, but weigh your options before you decide to invest.  |
Financial Advisor September 2008 Greg Miller |
Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be.  |
Financial Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.  |
Financial Advisor February 2008 Marla Brill |
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.  |
Financial Advisor March 2011 Marla Brill |
Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets.  |
Investment Advisor February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes.  |
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  |
Investment Advisor July 2006 Kathleen M. McBride |
Passing the Baton T. Rowe's Boesel is leaving the Capital Appreciation Fund in good hands. In announcing his retirement, Stephen Boesel will hand over preliminary responsibility of managing the fund's portfolio to colleagues Jeff Arricale and David Giroux.  |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.  |
The Motley Fool February 18, 2009 Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds.  |
Financial Advisor October 2007 Eric Uhlfelder |
Income Alternatives Preferred stocks are some of the best sources of income that many investors don't know about.  |
Financial Advisor October 2007 Marla Brill |
New Name, Same Game Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds.  |
Financial Planning October 1, 2006 Joshua M. Kaplan |
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.  |
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.  |
Financial Advisor November 2010 Virginia Munger Kahn |
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.  |
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.  |
Financial Planning October 1, 2005 Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe.  |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.  |
Financial Advisor June 2008 Eric Uhlfelder |
Searching For Yield Venture just slightly beyond familiar places advisors look for income and advisors can find opportunities in which to find yield.  |
Financial Advisor March 2005 Marla Brill |
Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging.  |
Financial Advisor March 2012 Michelle Knight |
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again.  |
Financial Advisor June 2010 Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.  |
Financial Planning March 1, 2008 Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach?  |
The Motley Fool December 26, 2006 S.J. Caplan |
Investor 007's Bond Dossier Your latest intelligence from the world of fixed-income bonds. Here is information on the basics and beyond. U.S. Treasury: Price... Yield... 2-Year... 5-Year... Clues to the market... etc.  |
Entrepreneur November 2004 Dian Vujovich |
Switch Gears Flexibility is a key feature of convertible funds.  |
Financial Advisor August 2012 Alan Lavine |
Preferred Stock Market Going Through Changes Regulatory changes may lead to a dramatic fall in issuance. If you plan to invest client assets in preferred stocks, be sure to put on your financial analyst's hat.  |
The Motley Fool August 30, 2010 Dan Caplinger |
Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you?  |
Financial Advisor September 2010 Marla Brill |
Finding A Bright Spot The Forward Select Income Fund looks to high-yield REIT preferred stock for income.  |
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.  |
Financial Advisor December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return.  |
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.  |
Real Estate Portfolio May/Jun 2006 Darlene Bremer |
REIT Dividends Still Blooming For investors looking to grow their portfolio's income, REITs continue to be a logical choice.  |
Real Estate Portfolio Nov/Dec 2001 Fick & Mitsoff |
Capital Balancing Act: Preferred vs. Common Stock Because every REIT has unique characteristics and investment opportunities, there is no formula that applies in every situation...  |
Financial Advisor August 2009 Marla Brill |
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund.  |
The Motley Fool July 29, 2010 Alex Dumortier |
Don't Buy The Best Performing Asset of 2010 Zero-coupon Treasury securities may look appealing during periods of market volatility, but quality stocks are the better option  |
Financial Advisor January 2012 Jeff Schlegel |
Pursuing Payouts Income-starved investors turn to dividend-paying strategies.  |
On Wall Street October 1, 2011 Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.  |
The Motley Fool May 25, 2010 Amanda B. Kish |
Investments With the Best of Both Worlds Choose investments that are winners all the way around. In the spirit of bipartisanship, let's take a quick look at some of the best hybrid, or balanced, mutual funds in the business today.  |
The Motley Fool October 25, 2011 Amanda B. Kish |
An Investment for Gun-Shy Investors Investors are still skittish about stocks, but keen on this option. An area of the mutual fund market that saw gains -- $512 million was added to hybrid funds, or funds that invest in a mix of stocks and bonds.  |
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.  |
On Wall Street January 1, 2009 Tim Knepp |
Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters.  |
Financial Advisor January 2009 Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.  |
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.  |
The Motley Fool April 19, 2011 Amanda B. Kish |
Investments for Volatile Markets How balanced funds can fit in your portfolio.  |
Entrepreneur December 2005 Dian Vujovich |
What's In a Name? There's often more to a fund than its moniker.  |
Registered Rep. October 1, 2005 |
An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors.  |
Investment Advisor September 2005 Eric Uhlfelder |
Primed for Income An old standby -- the closed-end fund -- is showing new life, finding a receptive audience among the income needy.  |