When you see the bright red negative percentage next to your bond fund, you might reasonably question how much it's contributing to your portfolio. Reviewing bond fund gain/loss percentages causes some of the most common client questions. To address this, we'd like to share what really goes in to a … [Read more...]
Why Hold Bonds
If you hold bonds in your investment portfolio, you've likely noticed that they experienced negative returns in second quarter this year. Bond prices go up when rates go down, and rates have been doing just that since the Reagan Administration. Back in 1982, 10-year Treasuries were paying 15%, … [Read more...]
Four Rules for Asset Allocation
As a special guest blog post, the Motley Fool staff has provided the following article on asset allocation. It's an excellent summary of some of the most important concepts of investing and asset allocation, and is definitely worth the read. Enjoy! By The Motley Fool When it comes to asset … [Read more...]