Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
March 2007
By Kara P. StapletonCharles Schwab has launched Schwab Advisor Portfolio, a way for advisors who work with Schwab Institutional and TPAs to customize the investment choices, including Schwab's...
January 04, 2007
It's The Large Caps' Turn To ShineThe mutual funds that get talked about at cocktail parties are usually the small, singular sensations that deliver the sexiest returns. But the bulk of the money still resides in the big-stock funds that have been lagging behind small-company offerings for the past six years.
January 01, 2007
What determines renewal rates?Regulatory financial requirements mean most of the money in a carrier's investment portfolio is in bonds with very little stuck in stocks, real estate or other investments. But a carrier can alter the quality and average maturity of its bond
December 31, 2006
What determines renewal rates?Regulatory financial requirements mean most of the money in a carrier's investment portfolio is in bonds with very little stuck in stocks, real estate or other investments. But a carrier can alter the quality and average maturity of its bond
November 01, 2006
Catching up with...Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
October 01, 2006
Asset Allocation ReportTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
August 01, 2006
Work the RoomAs you'll recall from last issue, a successful seminar marketing campaign has to deliver on five major numbers. We've taken a detailed look at two...