- Most advisors can define the key risk metrics. Fewer can explain where each metric breaks down and...
- A cornerstone of indexing advocates is based on securities markets being efficient. Barron’s...
- A number of online brokers provide free online tools for portfolio construction and management. One...
- As of June 2014, the TIPS marketplace was valued at just under $1 trillion, representing ~ 8% of...
- Individuals own ~ 72% of all U.S. municipal debt; individual ownership exceeds any other financial...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- According to a May 2014 WSJ article, after 30 years, a $200,000 mutual fund investment (8% gross...
- A small number of ETFs offer “fundamental” indexing. Virtually all bond indexes assign weights...
- During the 2008 financial crisis, the average ultra-short bond fund lost 7.9% for the year; the...
- Alternatives vs. Traditional Stocks For the first half of 2013, the correlation between the S...
- Closed-End Bond Funds Closed-end funds (CEFs) trade on exchanges and almost always...
- The Barclays U.S. Aggregate Bond Index was launched in 1976. Since its 1976 inception, the index’s...
- Despite the beating bond funds suffered in June of 2013, bond investors have still done well over...
- In 1948, the Federal discount rate was 1.3%; by 1981, it was 13.4%. During this extensive period (...
- At the beginning of May 2013, had a average yield of 5.2%, 4.5 percentage points above U.S....
- Roughly 20% of the nearly 50,000 issuers of U.S. municipal debt do not supply timely disclosures...
- Yields on 10-year U.S. Treasury Bonds have been trending downward for the past 30 years (1983-2012...