Offbeat Offerings Articles
Do Convertible Bonds Fit Into Your Portfolio?
June 2022 by Cara Scatizzi, Jenna Brashear
Convertible bonds have both bond-like and stock-like features. Issuing convertible bonds is a way to offer a low coupon yield, but entice investors with a value-added component.
June 2022 by Cara Scatizzi, Jenna Brashear
Convertible bonds have both bond-like and stock-like features. Issuing convertible bonds is a way to offer a low coupon yield, but entice investors with a value-added component.
Donor-Advised Charitable Mutual Funds
December 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on charitable gift-giving programs offered through mutual funds.
December 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on charitable gift-giving programs offered through mutual funds.
Inverse and Leveraged ETFs
November 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue looks at exchange-traded funds that use inverse and leveraged strategies.
November 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue looks at exchange-traded funds that use inverse and leveraged strategies.
I Savings Bonds
October 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on I Savings Bonds--government bonds that pay both a fixed interest rate and an adjustable interest rate that corresponds with the U.S. Consumer Price Index (CPI).
October 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on I Savings Bonds--government bonds that pay both a fixed interest rate and an adjustable interest rate that corresponds with the U.S. Consumer Price Index (CPI).
Build America Bonds
September 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on the new Buy America Bonds--taxable bonds that are issued by state and local governments.
September 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on the new Buy America Bonds--taxable bonds that are issued by state and local governments.
Using Social Media for Investment Issues
August 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on using on-line social media resources for investment issues.
August 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on using on-line social media resources for investment issues.
Investing in Commodities
July 2009 by Cara Scatizzi, AAII Staff
An investor reference for products that are not your typical offering. This issue's focus is on the many ways to invest in commodities.
July 2009 by Cara Scatizzi, AAII Staff
An investor reference for products that are not your typical offering. This issue's focus is on the many ways to invest in commodities.
Laddered Bond Portfolios
June 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on building a bond ladder.
June 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on building a bond ladder.
529 College Savings Plan
May 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on 529 plans for college savings.
May 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on 529 plans for college savings.
Life Cycle Funds
April 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on life cycle funds.
April 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on life cycle funds.
Foreign Ordinaries
January 2009 by Cara Scatizzi
An investor reference for products that are not your typical offerings.
January 2009 by Cara Scatizzi
An investor reference for products that are not your typical offerings.
Offbeat Offerings: Credit Union CDs
November 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on credit union CDs, which often offer higher rates than other CDs.
November 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on credit union CDs, which often offer higher rates than other CDs.
Offbeat Offerings: Exchange-Traded Notes
October 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on exchange-traded notes--a new, but risky, structured product that provides an alternative way to invest in the commodities and currency markets.
October 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on exchange-traded notes--a new, but risky, structured product that provides an alternative way to invest in the commodities and currency markets.
Offbeat Offerings: Mortgage-Backed Securities
September 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on mortgage-backed securities, in particular pass-through securities backed by Ginnie Mae, Fannie Mae and Freddie Mac.
September 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on mortgage-backed securities, in particular pass-through securities backed by Ginnie Mae, Fannie Mae and Freddie Mac.
Offbeat Offerings: LEAPS
August 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on Long-Term Equity Anticipation Securities (LEAPS).
August 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on Long-Term Equity Anticipation Securities (LEAPS).
Offbeat Offerings: Certificates of Deposit
July 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on certificates of deposit (CDs).
July 2008 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on certificates of deposit (CDs).
Offbeat Offerings: Immediate or Income Annuities
June 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on immediate annuities.
June 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on immediate annuities.
Offbeat Offerings: Treasury STRIPS
May 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on Treasury STRIPS.
May 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on Treasury STRIPS.
Offbeat Offerings: Closed-End Funds
April 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on closed-end funds.
April 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on closed-end funds.
Offbeat Offerings: Investing in Gold
February 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on gold investing.
February 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on gold investing.
Offbeat Offerings: Unit Investment Trusts
January 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on unit investment trusts.
January 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on unit investment trusts.
Offbeat Offerings: EE Savings Bonds
November 2007 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on government-backed EE Savings Bonds.
November 2007 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on government-backed EE Savings Bonds.
Offbeat Offerings: Fixed-Rate Capital Securities
September 2007 by Cara Scatizzi
A starting point for investors. This issue's focus is on fixed-rate capital securities--debt/equity hybrids that offer attractive yields, fixed-income payments and a higher claim than preferred shares.
September 2007 by Cara Scatizzi
A starting point for investors. This issue's focus is on fixed-rate capital securities--debt/equity hybrids that offer attractive yields, fixed-income payments and a higher claim than preferred shares.
Offbeat Offerings: American Depositary Receipts
August 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on American Depositary Receipts (ADRs).
August 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on American Depositary Receipts (ADRs).
Offbeat Offerings: REITs
July 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on real estate investment trusts (REITs).
July 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on real estate investment trusts (REITs).
Offbeat Offerings: Warrants
June 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus in on warrants.
June 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus in on warrants.
Offbeat Offerings: Brokered Certificates of Deposit
May 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on CDs purchased through brokerage firms.
May 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on CDs purchased through brokerage firms.
Offbeat Offerings: Preferred Stock
April 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on preferred stock.
April 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on preferred stock.
Offbeat Offerings: Equity Index-Linked Notes
February 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on hybrid securities linked to equity indexes.
February 2007 by Cara Scatizzi
An investor reference for products that are not your typical offerings. This issue's focus is on hybrid securities linked to equity indexes.