Bonds Articles

What Bond Calls Mean for Your Cash Flow

April 2016 by Hildy Richelson
Call provisions allow an issuer to redeem a bond. The type of call provision and the yield to call should be considered before purchase. Read more »

What Bond Calls Mean for Your Cash Flow

April 2016 by Stan Richelson
Call provisions allow an issuer to redeem a bond. The type of call provision and the yield to call should be considered before purchase. Read more »

Interest Rate Sensitivity and Bond Pricing

April 2016 by Brian Haughey
A set of easy-to-calculate formulas can reveal how much a bond’s price will change in reaction to an increase or decrease in yield. Read more »

Bond Pricing Made Simple

November 2015 by Brian Haughey
A bond’s price is the value of expected cash flows. Learn how to calculate traditional, perpetuity and zero-coupon prices. Read more »

Understanding What Bond Market Liquidity Means for Your Portfolio

October 2015 by Hildy Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction. Read more »

Understanding What Bond Market Liquidity Means for Your Portfolio

October 2015 by Stan Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction. Read more »

Liquidity: The Hidden Risk in the Municipal Market

January 2015 by Nicholos Venditti
Relatively low liquidity with infrequent trading activity for many muni bonds places an importance on portfolio structure and credit quality. Read more »

Defined-Maturity Funds: A Bond Alternative With Compromises

October 2013 by Charles Rotblut
These bond funds terminate near preset dates and can be laddered, but have caveats that should be understood. Read more »

Why Buy Bonds If Interest Rates Will Rise?

May 2013 by Hildy Richelson
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise. Read more »

Why Buy Bonds If Interest Rates Will Rise?

May 2013 by Stan Richelson
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise. Read more »

Should You Maintain an Allocation to Bonds When Current Rates Are Low?

May 2013 by Craig Israelsen
Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply. Read more »

Using Bonds Instead of Stocks for Portfolio Income

October 2012 by Stan Richelson
Maximizing consistent and predictable cash flow is key for meeting retirement objectives. Municipal bonds can help investors accomplish this. Read more »

Using Bonds Instead of Stocks for Portfolio Income

October 2012 by Hildy Richelson
Maximizing consistent and predictable cash flow is key for meeting retirement objectives. Municipal bonds can help investors accomplish this. Read more »

Bond Strategies for Those Fearful of Inflation

June 2012 by Stan Richelson
Stronger inflation is the upside case for investors using bond ladders and holding their bonds to maturity, because of higher interest rates to reinvest into. Read more »

Bond Strategies for Those Fearful of Inflation

June 2012 by Hildy Richelson
Stronger inflation is the upside case for investors using bond ladders and holding their bonds to maturity, because of higher interest rates to reinvest into. Read more »

The Diversity of Municipal Bonds and What You Need to Know About Risks

May 2012 by Robert Doty
The bond market is split between traditional secure securities and those that are riskier, such as bonds tied to private profit-making or nonprofit borrowers. Read more »

Notes on the Current State of the Muni Bond Market

May 2012 by Annette Thau
Muni bond yields are reasonably attractive relative to Treasury yields, and fears about a rise in defaults remain totally misplaced. Read more »

How to Make Money From Bonds

October 2011 by Stan Richelson
Utilizing a bond ladder while paying attention to the yield curve can help you create a portfolio for achieving your financial goals Read more »

How to Make Money From Bonds

October 2011 by Hildy Richelson
Utilizing a bond ladder while paying attention to the yield curve can help you create a portfolio for achieving your financial goals Read more »

Tug of War in the Bond Market

June 2011 by Marilyn Cohen
Investors worried about higher interest rates should be preemptive. Consider lowering duration and looking at variable-rate bonds. Read more »

Seeking Tax-Free Income From Closed-End Funds

June 2011 by John Deysher
Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them. Read more »

Seeking Tax-Free Income From Closed-End Funds

June 2011 by Michael Walters
Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them. Read more »

Corporate Bond Analysis: What to Consider

May 2011 by Jason Brady
Corporate bond investors need to look beyond yield and focus on an issuer’s character, capacity, collateral and conditions. Read more »

How Safe Are Municipal Bonds?

March 2011 by Annette Thau
The odds of default are low for municipal bonds, but investors do have to contend with interest rate, headline and new bond issuance risks. Read more »



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