Short term bond funds are an attractive investment option in uncertain investment climates, such as the one we are headed into. When you invest in high quality bond funds that have limited interest rate risk and credit risk, but you will like still enjoy attractive yields. As bond volatility correlates with maturity length, short term bonds are also less volatile. […]
Bond Funds
Bond Funds are Holding Cash: Should Investors Follow Suit?
The Fed is expected to increase rates in 2015 and that might result in both increased volatility in the bond markets, along with plenty of uncertainty. Fund managers who are preparing for these changes now prefer to hold cash. […]
Does Active Bond Fund Management Make Sense – Part 2
In the second part of my series on bond fund management, I’m going to offer two more reasons to consider active management. Last time I discussed three important reasons to consider an active manager. This time, you’ll find two more reasons why holding on to passively-managed indices isn’t a great idea.
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Defined-Maturity Funds – The Answer To Your Bond Fund Needs
Defined-maturity funds essentially bridge the gap that exists between traditional bond funds and individual bonds. These funds exist until a pre-determined date, at which time they return capital to investors. […]
The Beauty of Exchange Traded Debt
Exchange-traded debt very much resembles preferred stock in that they both have characteristics similar to bonds and equities. ETDs trade like stocks, yet their price range is narrow. […]
Exchange Traded Debt – Why do Companies Issue Debt?
Recently I wrote about exchange traded debt. These securities are perfect for income and retirement investors, because they provide the safety of bonds, but the yields of preferred stock, and liquidity of equities. […]
Learn About Exchange Traded Debt or ETDs
Today we’re going to learn about an investment that are bonds, but trade just like stocks. These securities are called exchange-traded debt or ETDs. […]
Are Junk Bond ETFs Right for Your Portfolio?
It’s a good idea to have some exposure to high yield bonds in your portfolio, and doing so via an ETF gives you the safety of diversification to reduce the risk these securities would normally carry individually. […]
Bond Funds Or Individual Bonds? That Is The Question
As investors peruse their options in the fixed-income space, one of the major questions they’ll be faced with is whether to utilize funds either via open- or closed-end funds, ETFs, or individual issues. […]
Financial Commentary – Beware of Misinformation
One of the challenges many investors encounter along their investing journey, is to determine what financial commentary is worth paying attention to and what is worth ignoring. […]