Author: David Waring

(June 2012) This month both Breckinridge Capital Advisors and Janney Capital Markets published articles in favor of Taxable Municipal Bonds. Overall, they are both very bullish on these bonds, because they believe Taxable...

Bond Market Wrapup for June 26th, 2012 Treasuries retreated over speculation that European leaders were progressing in resolving the single-currency union crisis. Treasuries recovered from the day’s lowest level after the...

The Street: Who’s Propping Up the U.S. Treasury Market? Jeff Nielsen’s conspiracy laden report where he claims the Fed is illegally counterfeiting money to prop up the treasury market. Business Insider: Why Treasury...

By Barry Rabinowitz of BER Financial Group (June 2012) In a zero interest rate environment, individual investors have been flocking to High Yield Bond Funds, in search of yield. With returns of around 7%, vs US Treasury 10 year...

Although most investors in bond funds focus on Yield, there are actually 4 components to a bond fund’s return. Those who focus only on yield are missing the big picture, and could lose money as a result. The most important...

Here are the definitions and formulas for calculating the three primary types of yield on bond funds. Don’t understand Bond Fund Yield? See our post on how you make money with bond funds. Distribution Yield Formula The...

(Bond Market Wrapup for June 25th, 2012) Treasuries advanced after German Chancellor Angela Markel said proposals for joint EU wide deposit insurance or euro-wide bonds are incorrect and counterproductive. She instead favors a...

Best of the Bond Market for June 25th, 2012 Distressed Debt Investing: Howard Marks on Distressed Debt What do we, as distressed debt investors do, that gives us an advantage over most? 1) We never invest in companies where...

Defiance By Benjamin Streed June 25, 2012 Last Thursday, Moody’s Investor Services delivered on its promise to review the long-term credit ratings of many of the world’s largest global financial institutions and...

Investors who do not manage investments in a tax sensitive manner unnecessarily give up between 1 and 2 % of their annual returns to taxes, according to Morningstar. Here are 9 ways to minimize taxes on your investments and kick...