Treasuries, agency bonds, municipal bonds and corporate bonds are the major U.S. bond sectors. Internationally, there is sovereign debt, corporate debt, developed, less developed and emerging market bond issuers. There’s also the distinction between short-term, intermediate-term and long-term maturities.
Investors with actively managed portfolios should review the performance against a relative benchmark after fees and consider increasing their core holdings.
These four steps can help get you started in the market slowly, but smartly.
An investor can buy a put option to protect against downside risk of a stock or stock market index investment declining in value.
Investors have gotten their heads turned by the tax-free income aspect of municipal bonds, but the decision on whether to own munis is more complex than just the tax status.
The herd instinct is a mentality that rears its ugly head when individual decision-making goes out the window and people invest in the same way as everybody else.
Many 401(k) accounts reflect extreme asset allocation, with 100 percent invested in stocks or no stocks at all. For younger or older investors, that is a problem.
When you accept that there’s not a one-size-fits-all withdrawal rate, you can move forward with approaches to estimating sustainable spending each year based on your portfolio’s valuation.
A former NFL player ran a Ponzi scam, the SEC says. Will Allen and his partner claimed to lend money to pro athletes, with a promise to investors of up to 18 percent in interest.
The issue in waiting until April 15, 2015 to fund 2014′s IRA contributions is that you’re losing up to 15 months’ worth of investment returns.