Monthly Archives: August 2014

Not All Bonds Are Created Equal: Choosing Between Individual Bonds and Bond Funds

I was recently quoted in Newsday talking about the differences between individual bonds and bond funds. When it comes to fixed income investing, understanding the advantages and disadvantages of each type of security can go a long way towards positioning …Read more

A Look at Premium Bonds

When I was being interviewed for a recent Bond Buyer article about investment tools that are available to deal with rising and falling interest rates, one of the questions that I was asked was about how investors typically use premium …Read more

Europe is leading from Behind thus far in 2014

In an earlier blog posting this year, we forecasted a high, single-digit gain for the S&P 500 index over the course of 2014 but contended that U.S. stock market returns would likely be outpaced in 2014 by certain International – …Read more

Core Advantages of Single Issue Muni Bonds

I get lots of questions from investors who have heard about single issue bonds, but who don’t really understand what kinds of benefits they offer. So to help demystify this type of investment, here are three advantages of single issue …Read more

Four Benefits to Look for in a Portfolio Manager

In our last blog, we discussed some reasons why an investor might want to consider using a professional portfolio manager rather than go it alone. Now we’ll talk about what benefits to look for in such a professional. What do …Read more