Bonds vs Bond Funds for Income and Portfolio Diversification

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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...]

Reading the Signs in the Current Bond Market

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A challenging time for bond investors By Kathy Jones September 2012 Many people have spent a lifetime building up their savings only to discover that the current low- interest-rate environment doesn’t provide enough income to sustain their … [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...]

How to Choose a Municipal Bond for Income

how to choose a municipal bond

Many investors prefer individual municipal bonds over municipal bond funds.  What attracts them to individual municipal bonds is the income stability and lack of interest rate risk when individual bonds are bought and held to maturity.  (You can … [Read more...]

How to Gauge the Interest Rate Sensitivity of Bonds and Bond Funds

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By Matt Tucker, CFA iSharesBlog.com Today I want to take a step back from the markets and talk about one of the fundamental concepts in fixed income investing: interest rate sensitivity.  Namely, what happens to the price of a bond or bond fund … [Read more...]

Interest Rates Have Moved Higher: What That Means for Bond Investors

higher interest rates bonds

(August 21st, 2012) Over the last 30 days we have seen the yield on the 10 Year treasury note move from below 1.40% to the current level of 1.81%.  Here's how that has affected bond investors.   Long Term Government Bonds One of the most … [Read more...]

Electronic Muni Bond Trading: Better than 2 Cans on a String

electronic municipal bond trading

In order to research an upcoming piece on which broker has the best bond research, I opened small accounts at the 4 largest electronic brokers, each with $1000.  Because the process is easier for personal accounts than it is for company accounts, I … [Read more...]