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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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?  |
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.  |
Registered Rep. June 19, 2012 Stan Luxenberg |
Some Ports to Ride Out the Storms Go anywhere funds: Market timing, or prudent defense?  |
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).  |
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.  |
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.  |
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  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool July 22, 2010 Amanda B. Kish |
AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business.  |
Financial Planning November 1, 2009 Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.  |
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.  |
Financial Advisor September 2012 Marla Brill |
Bargain Scavenger Steve Romick's contrarian style has helped FPA Crescent Fund outperform over the long term.  |
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.  |
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.  |
The Motley Fool April 19, 2011 Amanda B. Kish |
Investments for Volatile Markets How balanced funds can fit in your portfolio.  |
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.  |
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.  |
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.  |
BusinessWeek February 4, 2010 Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010  |
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.  |
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.  |
Financial Advisor October 2012 Michelle Knight |
A Great Reallocation? The long predicted shift from bonds to equities could finally happen.  |
Financial Planning September 1, 2009 Ilana Polyak |
Evasive Action Steve Romick, manager of the FPA Crescent fund, is obsessed with protecting capital.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
Financial Advisor December 2003 Marla Brill |
Still Some Upside Left Manager Margaret Patel thinks an economic recovery will help junk bonds.  |
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?  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool April 9, 2010 Dan Caplinger |
The Simple Path to Winning Investing Allocation funds make everything a bit easier.  |
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.  |