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...]

Best Bond Funds for 2013 and Beyond

Best Bond Funds for 2013

One of our primary goals here at Learn Bonds is to make the process of choosing a bond fund easy.  With this goal in mind we launched our free bond fund rating reports, called LB Ratings, earlier this year.  While we put our stamp of approval on all … [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...]

What Bond Fund Flows Tell us About Municipal Bonds

municipal bond fund flows

I was researching bond mutual fund flows earlier this week, and I came across a nice time series from the Investment Company Institute.  It breaks out monthly municipal bond fund flows going back to 2007. What is mutual fund flow data? Flow data … [Read more...]

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

retirement-savings

(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...]