bond

November 23, 2019 Mutual Funds No Comments

3 Top-Ranked, High-Yield Bond Mutual Funds to Grab Now

3 Top-Ranked, High-Yield Bond Mutual Funds to Grab Now High-yield bond mutual funds provide the best choice for those looking to invest in below-investment-grade bonds, also known as junk bonds. Though bonds rated below investment grade are believed to be … Continue reading at finance.yahoo.com 3 Top Dimensional Mutual Funds for Your Portfolio Founded 37 […]

August 12, 2019 Mutual Funds No Comments

Investing: Bond funds worth a place in your portfolio

Investing: Bond funds worth a place in your portfolio Bonds are immensely popular these days, as shown by surging net inflows to mutual funds and exchange-traded funds. And it’s easy to see why. While few stock-fund managers match or beat the returns of … Continue reading at chicagotribune.com The Top 4 Technology Mutual Funds for […]

November 1, 2017 ETF 4 Comments

3 Tips for Building a Socially Responsible Bond Portfolio

3 Tips for Building a Socially Responsible Bond Portfolio one investment at a time.” [See: 7 Socially Responsible ETFs for Investors of All Stripes.] The Forum for Sustainable and Responsible Investment estimates that $ 8.72 trillion was invested in socially responsible investments through the end of 2015. Continue reading at money.usnews.com VictoryShares Introduces High Dividend […]

March 18, 2016 ETF No Comments

2 Popular Inflation Protected “TIPS” Bond ETFs in 2016 (TIP, IPE)

2 Popular Inflation Protected “TIPS” Bond ETFs in 2016 (TIP, IPE) nearly $ 24 billion is now invested in TIPS-related ETFs. The structure of TIPS can be confusing and could cost investors money if they don’t understand what they’re investing in. There also could be some misunderstanding about what type of protection … Continue reading […]

February 29, 2016 ETF No Comments

EM Bond ETFs may be Worth the Risk

January 28, 2016 ETF No Comments

Capital Investment Advisors Has $3,411,000 Position in iShares Barclays TIPS Bond Fund (TIP)

Capital Investment Advisors Has ,411,000 Position in iShares Barclays TIPS Bond Fund (TIP) Capital Investment Advisors reduced its stake in shares of iShares Barclays TIPS Bond Fund (ETF) (NYSE:TIP) by 1.3% during the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 31,096 shares of the company’s stock after … […]

December 12, 2015 Mutual Funds No Comments

A Junk Bond Fund Freezes Out Investors, and the Chills Spread

A Junk Bond Fund Freezes Out Investors, and the Chills Spread With investors withdrawing from the riskier pockets of the bond market, the lockout by Third Avenue ignites fears that mutual funds that have loaded up on hard-to-sell securities like junk bonds, leveraged loans and emerging market debt may face a similar … Continue reading […]

October 26, 2015 Markets No Comments

Stock market experts are worried about bond market liquidity

Barclays’ US equity strategist Jonathan Glionna is worried about bond market liquidity. Or, if Glionna isn’t exactly worried about it, he’s at least writing at length about how bond market liquidity could matter to equity investors in the future. In a note to clients on Monday, Glionna looks at the role stocks play in hybrid […]

Investments once considered as stable as granite are rapidly losing ground, Lubaszka explains. Real estate is but one example. Long praised as a slam-dunk by money gurus, home-buying is no longer viewed as a hurdle-free path to profit. Stratospheric pricing and higher interest rates are putting intolerable pressure on the current housing bubble, factors bound to bust the suds sooner or later and drive the overheated real estate market into deepfreeze.

"Check references and Better Business Bureau ratings", Lubaszka adds. "Deal with a company that takes an active interest in doing business with you. World Financial, for example, offers a five-star customer satisfaction guarantee. If questions are not answered or we fail to respond to a prospect's call or email within 24 hours, that person receives a one ounce silver American Eagle coin free of charge. A financial advisor's job is to ease the investment process, and to insure that customers get the most for their money. Good advisers are merely good, but the best are worth their weight in gold."

There are three principal advantages to an annuity: 1. Tax-deferred accumulation. This allows you to set aside the funds that you pay into the annuity for as long as you want, without worrying about exceeding federal tax limits. 2. Flexibility. An annuity can offer you a variable or a fixed return, unencumbered by federal tax limitations. 3. Security. An annuity offers a fixed-income payout option which would grant an income that cannot be outlived.