Your Best One-Two Punch
For my money the best balanced fund combination is a 50/50 mix of Vanguard Wellesley and Wellington. For clients I prefer a mix of...
Vanguard GNMA Up 40.6%
You’ve been rewarded for sticking with Vanguard GNMA. Over the last 52-weeks it has returned 5 percent and through the first half of this...
A 50% Loss
Most investors have forgotten what 2008 felt like. The numbers were not pretty, especially for those who took a 50% loss. Dick Young explains...
The 10 Largest Bond Funds: Part II
Yesterday I wrote to you about how the 10 largest bond funds are increasing risk by loading up on junk bonds. The only fund...
52-Weeks with Vanguard GNMA
Vanguard GNMA is up 2.5% year-to-date and is in the black over the past 52-weeks. It’s been a rewarding couple of months for those...
Setting Your Course for 2014
What I’m about to share with you is something I’d like you to share with or teach to your spouse. In 2008 some of...
Counterbalancing for the Crushing Market Declines
A counterbalanced portfolio is your key to investment success. For an example of how counterbalancing works I’ll point you to the Vanguard Wellesley fund....
Add to Vanguard GNMA
Over the last three years GNMA bonds have paid investors an average of 150 basis points over treasuries. That’s a terrific excess return for...
Bond Funds’ Biggest Losers
Closed-end bonds funds have taken a huge hit recently. Leverage can be a killer when rates go up. As Tom Lauricella at The Wall...
Why You Should Beware Bond ETFs
Recent market volatility has been jarring for some investors. The volatility has whacked bond ETFs particularly hard. Last week bond ETFs sold off sharply...