Bonds Articles

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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

TIPS and the Nature of Inflation Protection

December 2010 by Daniel Wallick
The total return of Treasury Inflation-Protected Securities (TIPS) is influenced both by trailing inflation and expectations for future inflation. Read more »

TIPS and the Nature of Inflation Protection

December 2010 by Jill Marshall
The total return of Treasury Inflation-Protected Securities (TIPS) is influenced both by trailing inflation and expectations for future inflation. Read more »

The Muni Market Turmoil Continues: What's Going on and How to Respond

January 2009 by Annette Thau
There have been a number of very bad years in the municipal bond market. But 2008 is in a league of its own--without any doubt, the worst year ever in the municipal bond market. And the most likely outlook is continued volatility. What lies behind the current declines, and a look at what actions investors may want to consider. Read more »

Turmoil in the Marketplace: What's Going on With Municipals?

May 2008 by Annette Thau
Losses from the current credit market crisis have affected bond insurance firms--firms that guarantee municipal bonds--and placed the entire municipal bond market under a cloud. There has been little clarity about how the problems affect the bonds under guarantee. Shedding some light on what's going on in the muni markets. Read more »

How to Buy Individual Bonds: A Fixed-Income Toolkit

February 2008 by Stan Richelson
Once you make the choice to invest in individual bonds, the question is: How do you buy them? Guidelines for evaluating Web sites and locating a bond broker. Read more »

How to Buy Individual Bonds: A Fixed-Income Toolkit

February 2008 by Hildy Richelson
Once you make the choice to invest in individual bonds, the question is: How do you buy them? Guidelines for evaluating Web sites and locating a bond broker. Read more »



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