Posts Tagged ‘NYSEARCA:AGG’

Setting Investment Goals and Reviewing Targets

July 8th, 2016

target-date1David Fabian:  The mid-point of any year is a great time to review your investment goals and targets.  Each investor should soon be receiving their monthly or quarterly statement from their broker.  This key document lists your individual positions and account values.  Read more…


Time To Rethink Your Love Affair With Bonds?

June 21st, 2016

market bondsDavid Fabian:  Falling in love is one of the greatest experiences on earth.  However, it also leaves us blind to the flaws or shortcomings of our counterpart.  That is how I feel about bonds right now with the 10-Year U.S. Treasury Yield (TNX) at 1.56% and continuing to crater lower on an almost daily basis in June.  Read more…


Nothing Changes Sentiment Like Price

June 15th, 2016

price-tagDavid Fabian:  Coming back from a week-long vacation has its advantages.  I was lucky enough to be able to unplug from the day-to-day operations of the business and markets, which allowed me to return with fresh eyes and outlook.  Read more…


Best Bond ETFs To Consider Buying Now

May 2nd, 2016

etfsKent Thune:  Finding fixed-income ETFs is no problem. Picking the best bond ETFs to buy for the fixed-income portion of your portfolio now is a challenge, to say the least. Read more…


Why Now May Be The Time For TIPS

March 2nd, 2016

inflationMatt Tucker explores the recently-resurfaced inflation conversation and discusses why now may be the time to revisit Treasury Inflation Protected Securities (TIPS). Read more…


Why I Still Like DoubleLine Total Return As A Core Bond Holding

November 12th, 2015

wall-street-etfDavid Fabian:  Long time readers of our blog know that we are proponents of active management in the fixed-income world. Certain funds, and fund managers, have proven to be successful navigators in the complex environment of security selection, duration, and risk management. Read more…


Why The Drop In Stocks Feels So Painful

August 31st, 2015

bearbull2David Fabian:   The last week and a half has certainly been a roller coaster ride of emotions in the stock market.  After a 3-day sell off that culminated in extreme levels of fear, broad-based equity benchmarks managed to stage a sharp rally that has alleviated (some) feelings of panic. Read more…


Should You Be Worried About A Crash In Bond Prices?

June 9th, 2015

market bondsKent Thune: Friday’s jobs report from the U.S. Labor Department revealed an unexpected surge in U.S. job gains in May. As a result, bond investors are getting nervous, with some headed for the exits and dumping shares on a bet that the Federal Reserve Read more…


The Only Reason To Buy A Mutual Fund

June 3rd, 2015

mutualfundDavid Fabian: The debate between ETFs and mutual funds has become more polarizing in recent years as investors continue to be dazzled by the tremendous advantages ETFs have over their competition. Mutual funds have been tarnished by their high fees, Read more…


Bond ETFs Hit The Bearish Radar

March 27th, 2015

market bondsRick Pendergraft: After the market dropped pretty hard Wednesday, when I ran my scans I expected a fair number of stocks and ETFs on the bearish scan. Read more…


What Is A Key Ratio Saying About Stock Market Risk?

March 5th, 2015

riskaheadChris Ciovacco:  If you knew (or thought) a bear market in stocks was just around the corner, would you prefer to be invested in 100% stocks or 100% bonds? Since the S&P 500 lost over 50% in the last two bear markets (2000-2002 and 2007-2009), the answer is easy. Read more…


What To Do If You Are Deep In A Hole

February 26th, 2015

investDavid Fabian: I recently had a shocking conversation with a gentleman who was evaluating our asset management services for what was left of his once sizeable investment portfolio. As I often do with new investors that I meet, I asked him to give me a brief Read more…


Outcome Investing: Blending Index and Active Strategies

February 9th, 2015

wall-street-etfHere are some of the ways that an investor can combine active and indexed solutions in a portfolio to potentially create better outcomes and help reach their investment goals. Read more…


Are Bond Funds A Good Idea Now?

January 16th, 2015

market bondsKent Thune:  How many times in the past three years have you heard that bond mutual funds and ETFs are generally a bad idea? Read more…


Bond Market Surprises and Lessons Learned

January 14th, 2015

market bondsWhile interest rate movements in 2014 may not have aligned with expectations, Matt Tucker provides some key takeaways investors need to know. Read more…


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