Category: Bonds

Own Fixed Income? Avoid These 4 Fatal Flaws

April 16, 2018 | By | Reply More
Own Fixed Income? Avoid These 4 Fatal Flaws

Want more yield and price upside in your portfolio? You can get both from bonds – if you think a little contrarian, of course. Just avoid the four common mistakes most bond investors make, and you’ll probably do better than most stock jockeys! “First-level” financial advisors tell you to sell some stocks and buy more bonds as you get […]

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3 Core Retirement Bond Funds To Buy

March 30, 2018 | By | Reply More
3 Core Retirement Bond Funds To Buy

Individual bonds are better, but these bond funds look pretty safe With interest rates finally heading back up, bonds are slowly becoming more attractive investments, particularly for retirement. We aren’t quite at the place where retired investors can plow money back into bonds, but we are headed in that direction. Retired investors have to be […]

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10 Steady Tax-Equivalent Yields Up To 10%

March 16, 2018 | By | Reply More
10 Steady Tax-Equivalent Yields Up To 10%

Municipal bonds are off to a slow start in 2018 – which is usually a bullish sign for these tax-free payers. We last “pounded the table” on munis in December 2016. They were coming off their worst month since the Great Recession, and we discussed their tendency to rally when they are hated: “It’s impossible to call a […]

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This Last Safe 10% Bond Yield Won’t Last Long

August 4, 2017 | By | Reply More
This Last Safe 10% Bond Yield Won’t Last Long

Is there a bond bubble? There’s certainly more froth than not, with investors recklessly reaching for the riskiest of yields. But there’s one last 10% dividend on the board worthy of our consideration. It’s available thanks to investors’ misunderstanding (and laziness) – we’ll discuss details in a minute. But first, let’s review three key rules […]

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A Safe 3-Stock Portfolio That Pays 5.9%

September 14, 2016 | By | 1 Reply More
A Safe 3-Stock Portfolio That Pays 5.9%

When planning for retirement, most investors try to split their assets between stocks (higher risk, higher return) and federal U.S. government bonds (lower risk, and these days, much lower return). Problem is, stocks are enjoying an overextended winning streak. The S&P 500 is up over 7% year-to-date: S&P 500 Moves Up and To the Right […]

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5 Popular Bond Funds To Sell Now

September 9, 2016 | By | Reply More
5 Popular Bond Funds To Sell Now

With all this talk of rising rates, it’s surprising that bond funds are doing so well. The largest bond ETF, the iShares Core Total US Bond Market (AGG), is up over 4% in 2016 and hasn’t paused its bull run throughout the year: Investors are Hungry for Bonds Tax-exempt bonds aren’t doing as well, but […]

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4 Funds With 5% Yields And Almost No Taxes

August 22, 2016 | By | Reply More
4 Funds With 5% Yields And Almost No Taxes

Fat 5% dividends are hard to come by as stocks continue to climb. But you can actually still get those high yields – and take on less risk – by looking to the municipal bond market. Munis also offer something else truly wonderful: tax-free dividends. That’s right, the income from most municipal bonds is tax […]

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Lock In 6% Yields Without Stock Market Volatility

May 25, 2016 | By | Reply More
Lock In 6% Yields Without Stock Market Volatility

In a world of record low interest rates, where savings accounts offer less than 1% interest, investors are struggling to find a risk-free return on their money that will outpace inflation. With U.S. Treasuries no help, many people are flocking to dividend growth stocks or junk bonds. Unfortunately, both of these can be volatile, as […]

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Is The Market Poised For A Big Summer Rally?

July 2, 2012 | By | Reply More
Is The Market Poised For A Big Summer Rally?

The second quarter came to an exciting conclusion on Friday.  Stocks soared thanks to a last minute deal by European Union leaders to prop up the region’s ailing banks. The Dow Jones Industrials rose 2.2% to close at 12,880.09.  The S&P 500 Index notched a 2.5% gain, rising 33 points to 1,362.16.  And the Nasdaq […]

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The Fed Is Virtually Guaranteeing Stocks Will Go Up

January 18, 2012 | By | Reply More
The Fed Is Virtually Guaranteeing Stocks Will Go Up

Now’s a great time to buy US stocks. I know it sounds crazy… I see the same headlines as you do.  And they scare the hell out of me. Look, I get it.  It’s tough to invest your hard earned money when you see European countries are up to their eyeballs in debt, with no […]

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