Bonds
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Showing 16–28 of 28
Conservative trades I’m making right now
We've previously written about cash replacement trades, which are an investment that replaces the role of cash for a short period of time. These investments are...
How a diversified portfolio achieves smoother returns
The goal of a diversified portfolio isn't to provide the highest return possible. Rather, it is to provide the smoothest return possible. There's a big difference...
A quasi fixed income solution from NAPR
Buffered ETFs are most known for protecting downside exposure in the stock market while allowing for upside participation as well. However, as buffered ETFs become more...
PFXF ETF: 5% Yield with no bank exposure
The PFXF ETF from Vaneck is a preferred stock ETF that excludes financial stocks. We allocate to the PFXF ETF in our income based portfolios as...
Sometimes a bond is not a bond at all
This is another in a series of posts that dive deep into some of the more complex nuances of municipal finance. In addition to bonds, municipalities...
Reducing Portfolio Volatility in Today’s Low Interest Rate Environment
Typically, bond prices can rally 2%, 3%, even 5% or more in times of strife. Be it from Coronavirus, a stock market crash, recession worries, or...
3 ETFs we use for cash replacement strategies
With the stock market as hot as its been in years, it's understandable if you're not rushing to buy right now. But cash is a losing...
What goes down might come up
Interest rates, depending on what maturity you are looking at, are at the lowest levels they've been in decades. If you have borrowed money, you may...
High yield ETFs are particularly attractive right now
Central banks around the world are lowering interest rates. The result has been a global bond rally that has pushed bond prices higher, and yields lower....
Large coupon bonds versus small coupon bonds in portfolio management
Today we'll take a look at an advanced bond portfolio management subject: When to use premium coupon bonds and when to use discount coupon bonds. Premium...
Federally tax exempt US Treasury bonds: pre-refunded municipal bonds
When a municipality issues bonds, it is borrowing money at a certain interest rate for a certain period of time. This is not unlike a homeowner...
Why bond prices go down when interest rates go up
One of the most common questions we get from clients who hold bonds in their portfolio is "Why do bond prices go down when interest rates...
What is a bond?
A fairly common question from investors is "What is a bond?". Although there are lots of answers out there, many of those answers are even more...