Articles from the Bonds Category


Lower cost ETFs now transaction-free on TD Ameritrade

October 25th, 2017

Good news! Our preferred custodian, TD Ameritrade, recently announced that they are overhauling their offering of Exchange Traded Funds (ETFs) that trade without commissions. Here … Read More


Correlation and Portfolio Performance

August 31st, 2015

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would … Read More


Five Ways to Manage Risk in Your Retirement Savings Plan

August 13th, 2015

Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, … Read More


Share Class Conversions for Lower Investment Costs

January 22nd, 2015

Part of our job as financial advisors is to seek out the best investment service relative to fees for our clients. One of the many … Read More


What do insurance companies invest in?

September 24th, 2014

It is important to keep in mind what insurance companies are actually investing in when considering the features of annuities and cash value life insurance … Read More


Highlights from PIMCO Lunch-and-Learn

June 5th, 2014

We held an educational lunch seminar on June 4th, hosted by PIMCO, and the responses from those who attended have been very positive. We plan … Read More


What is duration, and why should I pay attention to it?

May 20th, 2014

The Federal Reserve’s actions over the next year could be important to bond markets, particularly if and when the Fed decides to increase its target … Read More


What you need to know about bonds

May 3rd, 2013

I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and … Read More