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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
Entrepreneur
September 2006
Scott Bernard Nelson
Balancing Act Hybrid securities are becoming increasingly common, but weigh your options before you decide to invest. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2008
Marla Brill
Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2005
Marla Brill
Squeezing Gains Out Of Bonds In 2005 It's a bond picker's market. Beware of corporate releveraging. mark for My Articles similar articles
Financial Advisor
March 2012
Michelle Knight
Fixed-Income Bonding Abandoning bonds for dividend-paying stocks may seem like a "no-brainer," but think again. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
November 2004
Dian Vujovich
Switch Gears Flexibility is a key feature of convertible funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
September 2010
Marla Brill
Finding A Bright Spot The Forward Select Income Fund looks to high-yield REIT preferred stock for income. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2005
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Advisor
January 2012
Jeff Schlegel
Pursuing Payouts Income-starved investors turn to dividend-paying strategies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2009
Marla Brill
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 19, 2011
Amanda B. Kish
Investments for Volatile Markets How balanced funds can fit in your portfolio. mark for My Articles similar articles
Entrepreneur
December 2005
Dian Vujovich
What's In a Name? There's often more to a fund than its moniker. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles