Tag Archives: investing

8 things REIT investors need to know

Here’s a look at eight things investors should know before they invest in real estate investment trusts. Read More

Thinking about financial risks

There are no sure things in the world of finance. The market value of the securities in your 401(k) may rise or fall, the monthly cost of your variable rate mortgage can go up and down. Even Treasury securities will vary in value. Read More

Market pros see choppier markets with stimulus end

Expect investing to get more uncertain starting next month, and potentially less rewarding. Read More

4 tips for older investors in target-date funds

Target-date mutual funds offer a simple premise. Their mix of investments is adjusted periodically to try to strike a proper balance between risk and reward. Read More

Why safe corporate bonds aren’t so smart anymore

The safest corporate debt isn’t looking so smart anymore. Read More

Zions Direct Announces Municipal Bond Auction Results

In auctions closed from May 30, 2011 to June 3, 2011, investors purchasing municipal bonds in the auctions received average tax-exempt yields 0.98 percentage points, or 98 basis points, higher than similar bonds. Read More

It’s not your father’s muni market

It wasn’t long ago that municipal bond funds provided a reliable refuge from stock market volatility. Read More

A Tale of Two Strategies: Bond Funds vs. Individual Bonds

In fixed income investing there is an on-going debate over the advisability of investing in bond funds versus investing individual bonds. Investment professionals on both sides of the argument have persuasively outlined the advantages and disadvantages of either approach. Read More

Do you know what’s in target-date fund portfolio?

Do you know what’s in the target-date mutual fund you’re counting on for retirement?
It might be more than stocks and bonds. Read More

401(k) balances up 12 pct from year ago

The average balance of 401(k) retirement plan accounts managed by Fidelity Investments rose to $74,900 at the end of the first quarter, the highest level since the company began tracking balances in 1998. Read More

Zions Direct Announces FDIC-Insured CD Auction Results

In auctions closed from May 4, 2011 to May 10, 2011, investors purchasing FDIC-insured CDs in the auctions received average yields 0.51 percentage points, or 51 basis points, higher than average yields on similar CDs. Read More

7 tips to improve women’s retirement prospects

Women face more obstacles to a secure retirement than men, for a combination of reasons having to do with longevity, lower earnings and often lack in savings and financial experience. Read More

A primer on small-cap stocks hitting record high

It’s challenging to get a handle on where the economy is headed. The stock market rises on promising corporate earnings one day, only to slide on disappointing jobs data the next. Still, records are being set. Read More

Time to ponder the ‘Sell in May’ strategy?

Is it time once again for stock investors to “Sell in May and go away”? Read More

Tax terms that mutual fund investors should know

Whew — another tax return finished. No more IRS-related headaches till next year. Well, maybe. Don’t let the relief you feel now cost you money as an investor. Read More