bond

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

EM Bond ETFs may be Worth the Risk Emerging markets stocks and currencies are struggling, but some market observers see opportunity with developing sovereign, meaning investors may want to revisit exchange traded funds such as the iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca … Continue reading at etftrends.com How to Use ETFs for […]

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 […]

"People the world over are losing faith in politicians, and currencies," says Marc Lubaszka, President/CEO, World Financial, a highly successful investment firm specializing in precious metals based in Studio City, Calif. "This has resulted in a flight to gold and other precious metals, a storehouse of value for more than five thousand years. Investors are taking their money out of paper assets, and putting it where it is likely to earn a better return in uncertain times."

You can also refund your annuity, meaning you're gaining income for life. However, when you die, the portion if the income payments that you have not collected will be the only amount that your beneficiary receives.

Performance will vary. Fund performance often falls off and risk levels rise during the subsequent three years after a fund is given an initial five-star Morningstar rating, suggests another recent study by Matthew Morey, a professor at Pace University. One reason for this is that after receiving a five-star rating the size of the fund grows dramatically, which then makes the fund unwieldy to manage, he suggests. Since Morey's study was completed, Morningstar also has changed the way it doles out top rankings to make them more precise. One of the biggest problems with all rating systems is that they are not necessarily predictive in nature. This means they're not really set up to tell you whether certain funds will necessarily do better in the future. For the most part, the ratings indicate how much you might have made and how much aggravation you faced in the process.