Bonds Articles

  1. Why You Should Grill Your Advisor About Repapering

    If your financial advisor was not previously bound to a fiduciary standard, there is a chance you are losing returns due ...
  2. US Oil Sector Pre-Earnings Analysis

    Analysts expect oil refiners to do best and upstream crude producers to do worst this earnings season.
  3. The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  4. How Advisors' Personality Traits Impact Success

    Research shows that the advisor industry is made up all type of personalities, and that matching those up strategically can ...
  5. How Advisors Need to Evolve to Stay Relevant

    The financial advisory world is rapidly changing. Here's why and how advisors need to evolve to stay relevant and thrive.
  6. Get This: Bonds Beat Stocks After All

    Data shows that long-term Treasury securities have actually outperformed the S&P 500 over the past 10 years.
  7. Beating the Gender Pay Gap for Women’s Retirement

    Women have a gender pay gap because they spend less time in the workforce and earn less than men. Here are 5 steps for sufficient ...
  8. AWSHX: Washington Mutual Portfolio Trends

    Discover portfolio trends in the American Funds Washington Mutual Investors Fund that has it positioned for growth in 2016.
  9. VETAX: 3 Mid-Cap Core Mutual Funds for Bull and Bear Markets

    Explore three mid-cap core mutual funds that have delivered double-digit average returns since 2012 with less-than-market ...
  10. AIVSX: Investment Company of America Top Holdings Analysis

    Learn about the top-five holdings of The Investment Company of America, one of the nation's oldest equity mutual funds with ...
  11. ALTFX: 3 AllianceBernstein International Equity Mutual Funds

    Learn about three Alliance Bernstein international/global stock funds, one of which has only been offered to investors since ...
  12. PSGMX,OBEGX: 3 U.S. Small-Cap Growth Mutual Funds to Avoid

    PSGMX,OBEGX,NYSAX: explore three small-cap growth mutual funds to avoid.
  13. Chart of the Week: A Cautiously Optimistic Outlook for U.S. Earnings

    We're optimistic U.S. earnings will improve in the second half, but we believe the rebound may not be as big as many expect. ...
  14. Funding College: How to Perform a Sanity Check

    Summer is an ideal time for high school seniors and their parents to take a sanity check and make sure the chosen collegiate ...
  15. How Interest Rates Work On Car Loans

    Three big facts to know – and some numbers to crunch to get the best deal.
  16. Why You Should Have a Roth IRA

    The world of retirement savings plans is filled with options. Here are the reasons why you should consider a Roth IRA when ...
  17. Breaking Down the First Trust NASDAQ ABA Community Bank ETF (QABA)

    Get an analysis of the First Trust NASDAQ ABA Community Bank ETF, the single best pure-play ETF for investors seeking exposure ...
  18. AUUYX,WPSGX: 3 Alliance Bernstein U.S. Equity Mutual Funds

    Discover and compare three Alliance Bernstein U.S. equity mutual funds. Learn about their investment strategy, characteristics ...
  19. Why You Should Diversify and Rebalance

    When investing, it is wise to not put all your eggs in one basket. Diversification and rebalancing should be part of your ...
  20. Behind Bank of America's 72.2% Drop in 10 years (BAC)

    Analyze Bank of America's historical stock price performance to determine the effects of the financial crisis, low interest ...
  21. Find Happiness By Altering Life Benchmarks

    Find out how to alter your aspirations and still meet your goals.
  22. Index Funds Outperforming Active Management (BLK, BEN)

    Learn why large fund management companies are reducing their head counts and exploring mergers to cope with changing market ...
  23. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  24. Is Investing in Stock Splits Profitable? (TOFR)

    Is it possible to beat the S&P 500 by investing in a basket of stocks that split?
  25. 5 ETFs With Amazon Exposure (AMZN,XLY,FDN,RTH)

    These ETFs all have Amazon as their top holding, which gives investors exposure to the stock as well as diversification. ...
  26. The World's Priciest Private Jets

    If you have a few million dollars to spend, the world's priciest private jets bring unparalleled comfort to air travel.
  27. How Big Is the Global ETF Market? (BLK, STT)

    Discover why ETFs are growing much faster than mutual funds, and why some experts predict the ETF market will double by 2 ...
  28. 6 Winning Ways for Successful Dividend Investing

    There are some important rules to maximize dividend investing value.
  29. Active vs. Passive ETF Investing

    Active or passive ETF investing? Find out which one is for you.
  30. How to Make Money With Just $10,000

    Find out how five leading investors recommend investing $10,000, including top contrarian, dividend-focused, value investing ...
  31. The Biggest Risks of Investing in Starbucks Stock (SBUX)

    Read about the primary risks facing stockholders or aspiring stockholders of Starbucks Corporation, including international ...
  32. Ethical Issues For Financial Advisors

    Financial advisors may face ethical issues in their work. Find out what they are.
  33. Tax-Efficient Investing: Keep More Earned Money

    You can improve investment returns by applying year-round strategies to minimize your tax burden. Here are a few tips.
  34. 5 Expenses That Will Change in Retirement

    Retirement doesn't mean you'll have fewer expenses. Some do go away; however, new costs arise in retirement.
  35. What Your Clients Must Know About ETFs

    Like any investment, ETFs come with some fine print. Here is what advisors should reveal to their clients about these hugely ...
  36. 10 Common Traits of Wealthy Investors

    Here are 10 common traits the wealthy share that financial advisors should keep in mind when looking to attract HNWI clients.
  37. Automating Your 401(k): The Robo-Advisor Blooom

    Blooom is a fairly recent entrant into the robo-advisor space, and it is focused on your 401(k). Here's a look at what it ...
  38. Top Tips for Creating a Financial Advisory Brand

    A properly constructed brand can help capture more business. Here are some tips to achieve that goal.
  39. What FAs Need to Know About Using Consultants

    Here’s what advisors need to know about consultants and how they can help them grow their practice.
  40. 3 Ways to Get Better Retirement Returns in the Next 20 Years

    With investment returns projected to decline over the next 20 years, savers may need to tweak their plans to ensure better ...
  41. VIMSX: Top Mutual Fund Holders of Best Buy (BBY)

    Discover the top five largest mutual fund holders of Best Buy shares and learn about their investment styles to see if they ...
  42. SOAAX, RYCRX: 3 REITS Mutual Funds to Avoid

    SOAAX,KSRCX,RYCRX: Explore REIT mutual funds to avoid & discover how these funds' risk/reward metrics compare to peers and ...
  43. CWGIX: Overview of Capital World Growth & Income Fund

    Learn about the American Funds Capital World Growth and Income Fund, a world stock fund that seeks quality stocks on any ...
  44. VIMAX: Introducing Vanguard Mid Cap Index Fund Top Holdings

    Examine the top five holdings in the Vanguard Mid-Cap Index Fund Admiral Shares
  45. NAESX,FSLCX: 3 Small-Cap Core Mutual Funds

    NSGRX,NAESX,FSLCX: Explore three small-cap core mutual funds and the reasons why they are are suitable as long-term holdings ...
  46. ACCLX, IUTCX: 3 Value Mutual Funds Worth Your While

    ACCLX,IUTCX,DQICX: discover the top three most expensive, yet best-managed value mutual funds to consider.
  47. SHPIX: 3 Mutual Funds to Sell Short Small Cap U.S. Equities

    Discover the three best mutual funds to short small-cap stocks in a market downturn and learn which one is best suited for ...
  48. How to Identify a Good Trustee

    Your estate plan is only as good as your trustee. Choose the wrong one and it can create a bad situation for your heirs. ...
  49. How Your Investing Misbehavior Can Cost You

    These three common investing biases can hinder your investing strategy and prevent you from achieving satisfactory results. ...
  50. FLPSX: Fidelity Low-Priced Stock Fund Top Holdings Analysis

    Learn about the five largest holdings of common stock for Fidelity’s Low-Price Stock Fund (FLPSX) and the key performance ...
  51. Economic Moats: A Strong Company's Best Defense

    Economic moats can protect companies from their competitors.
  52. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  53. 8 Reasons To Own Gold

    This precious metal's rich history stems from its ability to maintain value over the long term.
  54. OAKBX: Overview of Oakmark Equity & Income I Fund

    Discover the Oakmark Equity & Income I Fund (OAKBX): its investment philosophy, portfolio composition, management, investment ...
  55. VCDAX: Comparing Consumer Discretionary Mutual Funds to XLY

    Discover the top four consumer discretionary funds positioned to rebound on the back of the rise in consumer spending and ...
  56. 10 Dividend Stocks Warren Buffet Loves (KO,KHC)

    Want to invest like Warren Buffet? Consider these 10 dividend-paying stocks.
  57. Qualitative Analysis: What Makes A Company Great?

    To understand the qualities that make a great company, investors must dig deep into "soft" metrics.
  58. FREEX: Overview of Real Estate Mutual Fund from Franklin

    Overview of the Franklin Real Estate Securities Fund Class A (FREEX)
  59. Retirees Are About to Hit the Travel Jackpot

    Start planning now for big travel savings, coming soon, if you're retired and can fly whenever you want.
  60. JSVAX, MJFOX: Mutual Funds for a Low Growth Environment

    Learn about investing in mutual funds that employ strategies aimed at optimizing returns when slow U.S. economic growth is ...
  61. Investopedia's Oddest Business and Investing Terms

    The oddest business and investing terms found on Investopedia.
  62. IMF on the 4 Headwinds of U.S. Economic Growth

    Explore the four major economic headwinds that the International Monetary Fund (IMF) identifies as principal obstacles to ...
  63. Top 10 Stupid Retirement Tricks

    Drawing inspiration from former late night host David Letterman and his iconic lists, here are 10 things to avoid when crafting ...
  64. The 4 Most Traded 2x and 3x Gold ETFs (DUST, NUGT)

    Learn how leveraged ETFs use futures contracts to achieve their objectives, and discover which gold-focused leveraged ETFs ...
  65. Wrap It Up: Terms And Benefits Of Managed Money

    Find out if you should have your money managed by professionals.
  66. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  67. U.S. vs. China: Is China Really at Overcapacity?

    Find out why the Chinese economy suffers from overcapacity, particularly in steel and other industrial sectors, and why they ...
  68. MCLOX: BlackRock's Fund That Invests in Stocks & Bonds

    Learn about the BlackRock Global Allocation Fund Investor C Shares mutual fund, its portfolio makeup, and read an analysis ...
  69. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  70. Using 529 Plans to Save for College

    Paying for college is no easy feat. Here is a lowdown on 529 plans, the educational savings plans that help families set ...
  71. 4 Cases to Buy If the Stock Market Is at an All-Time High

    Learn about why someone would invest in the stock market, even if it has reached an all-time high. This article will review ...
  72. Is Travel Insurance a Good Idea?

    Is travel insurance a good idea for your next vacation? This is a look at what policies may or may not cover and when it ...
  73. Top 8 Ways Companies Cook the Books

    Find out more about the fraudulent accounting methods some companies use to fool investors.
  74. Mergers And Acquisitions: Understanding Takeovers

    In the dramatic world of M&As, battleground terms meld with bizarre metaphors to form the language of the game.
  75. Behind Costco's 180% Rise in 10 years (COST)

    Analyze Costco's historical stock price performance to determine what has driven growth. How have market performance and ...
  76. How Wealth Managers Can Bridge Digital Tech Gap

    A lack of digital technology offerings puts many wealth management firms at risk of losing significant income due to client ...
  77. Wells Fargo’s New Client Dashboard: An Overview

    Wells Fargo recently launched Client Dashboard, a platform that significantly improves advisor workflow.
  78. Why Clients Should Save More for Medical Expenses

    Here's how to approach clients to get them to save more toward medical expenses in retirement, which continue to grow.
  79. Why the Popularity of Liquid Alternatives Has Slowed

    Alternative liquid funds have experienced both fat and lean years. Time will tell whether they are able to adapt and become ...
  80. Captive Insurance: A Good Wealth Management Tool?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  81. Behind Johnson & Johnson's 91.5% Rise in 10 years (JNJ)

    Analyze Johnson & Johnson's historical stock price performance. Learn how equity valuations, operating fundamentals and health ...
  82. Is the Global Economy Much Worse Than Experts Say?

    Learn about three factors that suggest the global economy is far weaker than experts admit and why these factors should concern ...
  83. Top 3 Homebuilders ETFs (ITB, XHB)

    Discover analyses of the top three ETFs tracking the homebuilding industry, and learn about their characteristics and historical ...
  84. Top 4 Money Market Fund ETFs of 2016 (SHV, NEAR)

    Learn about four money market ETFs and why they make safe additions to the short-term, conservative portion of an investor's ...
  85. Can Scotland Join the EU If It Leaves the U.K.?

    Explore the options for Scotland to remain in the EU after the Brexit vote, including the assumption of the United Kingdom's ...
  86. Behind Exxon's 51.2% Rise in 10 years (XOM)

    Analyze Exxon Mobil's price history to determine the factors driving fluctuations. Assess the impact of crude oil price, ...
  87. FPACX: Pacific Advisors's Top 3 Funds

    Learn about three mutual funds from First Pacific Advisors for including in a well-diversified retirement portfolio. Discover ...
  88. QCOM: Top 3 Mutual Fund Holders of Qualcomm

    Explore the three mutual funds that hold the largest amounts of Qualcomm shares. Find out how QCOM shares fit into three ...
  89. (FTIBX, AIBRX) 3 Expensive Mutual Funds Worth Your While

    Find out why these three funds with high management expense ratios may still be worth your consideration for global bond ...
  90. FMAGX: Fidelity Magellan Fund Top Holdings Studies

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  91. (JNPR, TRVLX) Juniper Networks' Top 5 Mutual Fund Holders

    Discover the top five largest mutual fund holders of Juniper Networks' shares and learn if their investment strategies can ...
  92. (ETAGX, VMACX) 3 Expensive Mutual Funds That Are Worth

    Discover three mutual funds with above-average expense ratios and consistent outperformance of the S&P 500 Index and the ...
  93. BIAQX: Overview of Somerset Emerging Equity Markets Fund

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  94. AMECX: Mutual Funds Exposed to Both Stocks and Bonds

    Evaluate the composition of the Income Fund of America from American Funds, and study how its makeup has evolved between ...
  95. Fallen Angel Bonds and Rising Stars: Risks and Opportunities

    Junk bonds can be an attractive option for private and institutional investors chasing returns.
  96. FLPSX: Fidelity Low-Priced Stock Fund Portfolio Trends

    Evaluate the composition of the Fidelity Low-Priced Stock Fund, and learn how the fund's makeup has evolved between March ...
  97. How a 401(k) Works After Retirement

    Find out how your 401(k) works after you retire, including when you are required to begin taking distributions and the tax ...
  98. These 3 Stocks Just Hit Highs: More Room to Run?

    These three stocks just hit 52-week highs. Will this upward trend continue?
  99. 9 S&P 500 Companies With No Long-Term Debt (FB)

    These nine S&P 500 companies have no long-term debt which means they should be capable of weathering turbulent markets.
  100. These 5 Stocks Just Hit 52-Week Lows (DHT,FRO)

    The five stocks all just hit 52-week lows. Are they bargains or highly speculative investments?
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