Convertible Bond Funds: Equity market returns with less risk?

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Convertible bond funds, are bond mutual funds and ETFs that invest in bonds which can be converted into stock at a fixed price.  If the stock does well, convertible bondholders benefit.  On the other hand, if the company goes into bankruptcy, … [Read more...]

Bill Gross is Bullish On Municipal Bonds (Bearish On Treasuries)

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PIMCO’s flagship fund cut its treasury holdings by ⅓ in August. PIMCO’s BOND ETF has 10% of its assets in municipal bonds. (FYI - We list BOND’s five largest municipal holdings at the end of this article. New Yorkers, you’re in … [Read more...]

3 Income Investing Ideas: Dividend Stocks, High Yield Bonds, MLPs

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(September 2012) While our parents' generation may have expected their retirement to last 10 or 15 years, couples today expect their retirements to last 27 years on average (according to a survey by investment manager BlackRock). The change in … [Read more...]

Defined Maturity Bond Funds – Don’t Confuse These Great Products With Target Date Funds

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Defined maturity funds, which are also known as target maturity bond funds, have been around for a few years, but have yet to become very popular.  Once interest rates start rising, we believe that many investors will start switching from traditional … [Read more...]

The “Risk Tolerance” Mistake That Could Lead You To Financial Disaster

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I read a number of great personal finance blogs including the Oblivious Investor written by Michael Piper.  Recently, I found a guest post by him on the Bible Money Matters blog, called How To Determine Your Risk Tolerance.  In the article, he … [Read more...]