Are You Really a “Long-Term” Bond Investor?

long term bond investing

When it comes to investing, there are millions of people who would describe themselves as “long-term investors.” This description generally refers to someone who has a time frame of many years (think decades) and is willing to ride the ups and downs … [Read more...]

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...]

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...]

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...]

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...]