Will Your Balanced Fund Protect You In The Next Bear Market?

The Financial Lexicon

I recently attended a luncheon at which a balanced fund manager for a well-known financial services provider spoke.  He shared several thoughts about the current investing environment and also touted his fund’s performance during the 2007 to 2009 … [Read more...]

Are bonds funds riskier than bonds? Yes, and here’s why.

bonds vs bond funds

A recent article in Seeking Alpha, “Are bond funds riskier than bonds?” by Robert Keyfitz makes the argument that the mainstream financial media has answered this question incorrectly. Suze Orman, Barrons, and Investopedia have all run articles … [Read more...]

Bonds vs Bond Funds for Income and Portfolio Diversification

LB-TV

Below is lesson 5 in our Learn Bonds in 15 minutes video course, which coveres bonds vs bond funds for income and portfolio diversification.  You can find the transcript as well as some additional links to resources where you can learn more below … [Read more...]

Convertible Bond Funds: Equity market returns with less risk?

question mark

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...]

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

chart with pen

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

risk

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...]