MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
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. mark for My Articles similar articles
Registered Rep.
May 10, 2011
Stan Luxenberg
Despite Long Bull Market, Fund Investors Are Still Cautious Advisors don't appreciate how cautious clients have become, said speakers at the Investment Company Institute's recent general membership meeting in Washington yesterday. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 13, 2009
Ben Levisohn
End of the Bond Boom? Bond sales blossomed during the credit crisis, but it may be time for investors to reconsider their passion. mark for My Articles similar articles
The Motley Fool
November 25, 2008
Dan Caplinger
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? mark for My Articles similar articles
Registered Rep.
February 13, 2012
Stan Luxenberg
Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields. mark for My Articles similar articles
Registered Rep.
June 19, 2012
Stan Luxenberg
Some Ports to Ride Out the Storms Go anywhere funds: Market timing, or prudent defense? mark for My Articles similar articles
Registered Rep.
March 1, 2003
Stan Luxenburg
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). mark for My Articles similar articles
BusinessWeek
May 14, 2009
Aaron Pressman
Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss. mark for My Articles similar articles
BusinessWeek
December 17, 2009
Ben Levisohn
Finding the Sweet Spot While rising interest rates around the world could spell a tough 2010 for bond investors, fund managers say possibilities for profit remain. 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
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
Financial Advisor
May 2004
Marla Brill
Taking Cover In Cash The manager of the FPA Crescent Fund is confounded by the financial markets. In his 18 years of investing, this is the most difficult time for finding securities that seem appealing. mark for My Articles similar articles
Registered Rep.
June 20, 2014
Stan Luxenberg
Fighting the Bond Bears Forecasters suggest trimming intermediate funds and shifting assets to short-term bonds and cash. But not everyone is swayed by the bond bears. 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
Registered Rep.
August 1, 2004
Stan Luxenberg
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 22, 2010
Amanda B. Kish
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donald Jay Korn
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2012
Marla Brill
Bargain Scavenger Steve Romick's contrarian style has helped FPA Crescent Fund outperform over the long term. mark for My Articles similar articles
The Motley Fool
October 10, 2008
Dan Caplinger
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. mark for My Articles similar articles
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. 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
Registered Rep.
June 1, 2005
Stan Luxenberg
This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar. mark for My Articles similar articles
Registered Rep.
July 1, 2005
Stan Luxenberg
A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names. mark for My Articles similar articles
The Motley Fool
October 22, 2009
Selena Maranjian
Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble. mark for My Articles similar articles
BusinessWeek
February 4, 2010
Tara Kalwarski
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Stan Luxenberg
Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late. mark for My Articles similar articles
Financial Advisor
October 2012
Michelle Knight
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. mark for My Articles similar articles
Financial Planning
September 1, 2009
Ilana Polyak
Evasive Action Steve Romick, manager of the FPA Crescent fund, is obsessed with protecting capital. mark for My Articles similar articles
Financial Advisor
April 2008
Bruce W. Fraser
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. mark for My Articles similar articles
The Motley Fool
October 22, 2010
Amanda B. Kish
Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well. mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
Registered Rep.
January 21, 2011
Stan Luxenberg
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. mark for My Articles similar articles
Registered Rep.
June 1, 2004
Stan Luxenberg
Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea? mark for My Articles similar articles
The Motley Fool
February 16, 2010
Amanda B. Kish
How to Invest When the Fed Raises Rates Companies that pay dividends should have the cash to reward investors. mark for My Articles similar articles
The Motley Fool
February 15, 2011
Dan Caplinger
Save Yourself From the Bond Bear The possibility of losses in bonds has some people running scared, but you should stay smart. mark for My Articles similar articles
Financial Planning
October 1, 2006
Donald Jay Korn
It's a Good Year for Cash With interest rates up and other assets flat or sinking, cash is a winning bet as well as a safe one. mark for My Articles similar articles
Financial Advisor
December 2003
Marla Brill
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds. mark for My Articles similar articles
Registered Rep.
July 23, 2013
Stan Luxenberg
Methods in the Madness Some stock funds have used unusual strategies to beat their benchmarks. But can they repeat the showing? mark for My Articles similar articles
On Wall Street
May 1, 2013
Matthew Lemieux
Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise. mark for My Articles similar articles
Financial Planning
September 1, 2007
Israelsen & Nagengast
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. mark for My Articles similar articles
Registered Rep.
July 12, 2011
Stan Luxenberg
Some High-Profile Mutual Fund Managers Are on a Buyer's Strike At a time when the markets are plagued by sluggish economic growth and unnerving debt burdens, some prominent funds are avoiding major categories of stocks or bonds. mark for My Articles similar articles
The Motley Fool
October 11, 2006
Dan Caplinger
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. mark for My Articles similar articles
The Motley Fool
April 9, 2010
Dan Caplinger
The Simple Path to Winning Investing Allocation funds make everything a bit easier. mark for My Articles similar articles
The Motley Fool
August 25, 2004
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. mark for My Articles similar articles