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TIPS: What, Why, or Why Not?
Many portfolio strategists recommend that retirees allocate 5-10% — and some financial advisors even recommend up to 20-40% — of their fixed-income portfolio to TIPS (Treasury Inflation-Protected...
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TIPS: How, Where, When, or What Else?
We looked at TIPS: What, Why, or Why Not? Now we look at how to buy TIPS, where to buy TIPS, and other strategies for insuring against the loss of purchasing power due to inflation. The Primary Market...
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I-Bonds and Inflation
If you crave something other than boring with your investment strategy, or if you have a relatively large retirement portfolio that you want to insure against inflation, I Bonds may not be your first...
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Bond Ladders 101
At its core, bond ladders are for individual investors who do not want to allocate all of their money to long-term fixed investments. Remember: A bond’s yield is directly related to its maturity. The...
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Bond Ladder Downsides
Bond Ladders 101 explains what a bond ladder is and what it is supposed to do. Before you decide to implement a bond ladder as part of a long-term financial plan there are some downsides you need to...
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Bond Ladder Alternatives
Bond Funds Instead of a Bond Ladder The major factors that determine whether a bond fund or a bond ladder make more sense for you concern how much you value diversification, simplicity, and the control...
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Evaluating Bond Funds
What are Distribution Yield and SEC Yield? Distribution Yield – A backward looking number that starts with the current month’s income less the fund’s expenses for the month divided by the number of...
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Municipal Bonds: Are They a Good Investment Now?
Municipal bonds are debt instruments issued by state and local governments to raise capital to build schools, highways, bridges and other public projects such as hospitals and public housing. Munis...
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