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3 Rules for Investing in Bond ETFs
 
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Robert Smith, chief investment officer at Sage Advisory, explains how he has positioned clients for the next Fed move, and how he picks exchange traded funds. Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 7199 Wall Street Journal
Individual bonds vs. bond funds
 
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Which is a better investment? There are pros and cons to each, but Vanguard bond experts Daniel Wallick and Chris Alwine emphasize that a municipal bond fund provides diversification and can cushion against risk. All investing is subject to risk, including the possible loss of the money you invest. Credit-quality ratings are obtained from Standard & Poor's and are measured on a scale that generally ranges from AAA (highest) to D (lowest). *For more information about Vanguard funds, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.* Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation. © 2014 The Vanguard Group, Inc. All rights reserved.
Views: 10515 Vanguard
Best Vanguard Funds For 2018
 
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In this video we are talking about the best Vanguard funds for 2018 and beyond. Vanguard is well know for low cost index funds and mutual funds and that will be helpful in 2018 after following up 2017 of record market highs. The funds we recommend are symbols VFINX, VGEN stock and VGHCX. Respectively the Vanguard 500 Index Fund, Vanguard Energy Fund and Vanguard Health Fund. Like My Facebook Page: https://www.facebook.com/derrickmurray123/
Views: 23969 InvestingWisely
Dave Explains Why He Doesn't Recommend Bonds
 
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Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 138213 The Dave Ramsey Show
Seeking Higher Yields in Tax-Exempt Bonds
 
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Investors have been buying tax-free municipal bonds at a record pace this year despite historically low yields. Jim Murphy, manager of the T. Rowe Price Tax-Free High Yield Fund, discusses his strategy for earning higher tax-exempt yields and the outlook for muni bond investing. Learn more at http://trowe.com/29BGS4a
Views: 1847 T. Rowe Price
Why to consider municipal bond ETFs
 
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Tax implications and lower volatility have made muni bonds attractive options for some investors. David Mann of Franklin Templeton offers his thoughts about an under-appreciated investment strategy.
Views: 52 Mark Bruno
Do Treasury Bond ETFs Deserve a Place in Your Portfolio?
 
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Global growth concerns and low inflation continue to support long term government bonds (TLT, VGLT). ISHARES 20+ YEAR TREASURY BOND ETF: http://www.zacks.com/funds/etf/TLT/profile?cid=cs-youtube-ft-card VANGUARD LONG-TERM GOVMT BOND ETF: http://www.zacks.com/funds/etf/VGLT/profile?cid=cs-youtube-ft-card Follow us on StockTwits: http://stocktwits.com/ZacksResearch Follow us on Twitter: https://twitter.com/ZacksResearch Like us on Facebook: https://www.facebook.com/ZacksInvestmentResearch
Views: 1175 ZacksInvestmentNews
What are the Future Trends in Fixed Income ETFs?
 
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Investors are demanding more yield income and a new generation of bond ETFs is helping them. We examine the current bond ETF landscape along with some of the next big trends to hit the fixed income marketplace.
Views: 421 ETFguide
Vanguard Short Term Government Bond ETF
 
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VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 681 Why Invest In
Treasury Bond ETFs Surge on Safe Haven Appeal
 
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Global growth concerns and rising US dollar are positive for Treasury bonds (TLT, TLO).
Views: 187 ZacksInvestmentNews
Tax efficient investing basics - Vanguard
 
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In this brief excerpt from a live webcast aired March 10, 2011, Colleen Jaconetti of Vanguard Investment Strategy Group describes the basics of tax-efficient investing and addresses a few misconceptions about taxable accounts. Join us on Facebook - http://www.facebook.com/Vanguard Follow us on Twitter - http://twitter.com/Vanguard_Group
Views: 6193 Vanguard
Vanguard Intermediate Term Bond ETF
 
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VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 121 Why Invest In
Vanguard Total International Bond ETF
 
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VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 82 Why Invest In
Consider These Municipal Bond ETFs
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Municipal bonds can make a positive contribution to an investor's portfolio, by offering tax-free returns in some cases, and a steady stream of income over time. Cities, counties and states issue municipal bonds in order to fund the development of projects including hospitals, airports and school systems. Let's take a glance at a couple of issues investors should consider before determining if a municipal bond ETF makes sense for their investment portfolios.StrengthsThe underlying assets of a municipal bond ETFs like the iShares S&P National Municipal Bond ETF (ARCA:MUB) displays the diversity of holdings across state as well as across project development initiatives available to investors. The MUB fund's top holdings include general obligation bonds from states including California, Texas and Oregon. General obligation bonds are considered the safest among the variety of municipal bond offerings, since they are secured by the taxing powers of the issuing authority. The security of municipal bonds and their ability to offer a steady stream of income have made them a popular option for investors. The MUB fund has current yield of 3.20% and returned +6.43% in the last year (excluding distributions). Behind US Treasuries, municipals are considered by many to be the next safest category of investment. SEE: The Basics Of Municipal Bonds RisksTough economic times and lower tax revenues could lead to states having difficulty repaying those invested in municipal bonds. The risk is less pronounced for general obligation bonds, but they are amplified for municipal bonds tied to private institutions like hospitals, due to the risk of bankruptcy. The threat of future inflation, resulting in higher interest rates, could also mean lower returns for municipal bonds with longer times frames until maturity. In this case, municipal bond ETFs with a shorter average maturity, in the neighborhood of three years, like the SPDRS Barclays Capital Short Term Municipal Bond ETF (ARCA:SHM) and the S&P Short Term National Municipal Bond ETF (ARCA:SUB), would stand to perform better than funds with longer maturities, like the SPDR Barclays Capital Municipal Bond ETF (ARCA:TFI) with its average maturity of almost 14 years. SHM, SUB and TFI all returned +0.78%, +0.74% and +6.34% in the last year, respectively. SEE: 20 Tools For Building Up Your Portfolio State OptionsMunicipal Bond Fund ETFs are also available for individual states like California and New York. Two of the biggest funds in terms of total assets investors can investigate are the iShares S&P California Municipal Bond ETF (ARCA:CMF) and the iShares S&P New York Municipal Bond ETF (ARCA:NYF). Asset size is another consideration, since the smaller a fund is, the greater the possibility of the fund being closed down. CMF and NYF returned +8.19% and +6.60% respectively in the last year. SEE: Municipal Bond Tips For The Series 7 Exam Final ThoughtsThere has been some speculation concerning w
Views: 58 ETFs
Fixed Income ETFs
 
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Chanchal Samadder, Head of UK and Ireland Institutional Sales for Lyxor Asset Management, describes the nuances of fixed income ETFs, the importance of choosing the right bond index, and key things investors should consider when selecting a fixed income ETF.
Views: 375 FTSE Russell
Vanguard's recommended international allocation
 
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Research has shown that adding international stocks and bonds to your portfolio helps reduce overall volatility. Vanguard experts Andrew Patterson and Scott Donaldson explain how this works and how investors can go about determining just how much to add. Please remember that all investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. This hangout is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Advisory services are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. © 2015 The Vanguard Group, Inc. All rights reserved.
Views: 6453 Vanguard
10 years later: Best and worst performing ETFs
 
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CNBC's Mike Santoli takes a look back at the best and worst performing ETFs from the past ten years since the financial crisis.
Views: 286 CNBC Television
Best Short-Term Investment Options (for high return 🚀)
 
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⁉️ Does this sound familiar: You've got some money sitting around in cash and you want to invest it and make a decent return. BUT 💭 you don't want to tie up your money too long 💭 you don't want to lose it Are there opportunities that even exist in today's low interest environment for short-term investing? There are a ton of you that are in this same situation with money sitting in cash- but you don't know what you options are. Today I am going to talk about this very topic in response to a reader question I received. 💻 My reader, Tien asked "What is the best thing to do with my money for short-term grown when I still want accessibility?" I offered a few tips for Tien: ✳️ Even with low interest rates, keep enough in savings for emergencies ✳️ Don't be tempted by short-term growth ✳️ Peer-to-peer lending is not a short-term investment ✳️ Exchange Traded Funds (ETFs) - They are low cost and offer a variety of options. Keep an emphasis on short-term bond ETFs in the 1-3 year range. You can get all the detailed information on each of these options in the video. 😉 ➡️ You can start your Betterment account here: https://www.goodfinancialcents.com/resources/betterment-youtube-invest-10k.php ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
Views: 45798 Jeff Rose
What causes bond ETF premiums
 
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Jim Rowley, senior investor analyst in Vanguard Investment Strategy Group addresses premiums and discounts associated with bond ETFs. For more information about Vanguard ETF Shares, visit www.vanguard.com, call 800-997-2798, or contact your broker to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Vanguard ETF Shares are not redeemable with the issuing Fund other than in Creation Unit aggregations. Instead, investors must buy or sell Vanguard ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. All investing is subject to risk, including the possible loss of the money you invest. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments.
Views: 1489 Vanguard
Understanding Bond ETFs
 
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Bond ETFs are changing the way we invest in bonds. Learn how bond ETFs are helping to make investing simpler, more transparent, and easier for investors of . ETF Trends Editor Tom Lydon sits down at the Morningstar ETF Conference with Ken Volpert, head of Vanguard's Taxable Bond Group, to discuss ways to . Global growth concerns and low inflation continue to support long term government bonds (TLT, VGLT). ISHARES 20+ YEAR TREASURY BOND ETF: . Subscribe to the Financial Times on YouTube: Brett Pybus, iShares European head of fixed income product strategy at BlackRock, .
Views: 210 Ila Damog
Bond investing in challenging times: Bond funds vs. individual bonds
 
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In this excerpt from a live webcast aired June 10, 2011, Colleen Jaconetti of Vanguard Investment Strategy Group and Chris Alwine of Vanguard Fixed Income Group discuss bond funds and individual bond portfolios. Notes: • All investments are subject to risk. Investments in bonds and bond funds are subject to interest rate, credit, and inflation risk. • Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. • Diversification does not protect against a loss in a declining market or ensure a profit. • Past performance is not a guarantee of future results. • The information provided here is for educational purposes only and isn't intended to be construed as legal or tax advice. We recommend that you consult a tax or financial advisor about your individual situation. •Vanguard Marketing Corporation, Distributor.
Views: 6187 Vanguard
5 Mistakes Investors Make with ETFs | Fidelity
 
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In this video, learn about the five biggest mistakes that investors make when buying ETFs, or exchange-traded funds. To learn the basics about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview. To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments --------------------------------------------------------------------------------------------- Let’s talk about the five biggest mistakes investors can make when buying exchange-traded funds. ETFs can be good tools for investors - when used appropriately. But with any investment, there are always things to watch out for. Number 1: Buying the Hot New Thing More than 100 new ETF products launch each year, many of them chasing the latest hot trend. Cloud computing, driverless cars, 3-D printing … you name it, there’s an ETF for that. Buying into the latest hot theme might make you big returns, but take care: These product launches may come after there has been a run up in the market. Buying at the top can be painful on the way down. Number 2: Buying Something You Don’t Understand The only thing worse than chasing the hottest trend is buying something you don’t understand. ETFs have taken institutional strategies and made them push-button-easy for everyday investors to access. Want access to commodity futures? There’s an ETF for that. 300% leverage? 200% short? Interest-rate carry plays? Yes to all. But just because you can buy something easily doesn’t mean you should. All of these funds may be good tools, but only if you know how to use them correctly. Number 3: Thinking All ETFs Are Created Equal Consider China. At the start of 2014, there were more than a dozen broad-based China ETFs. For example, had you chosen PGJ, the PowerShares Golden Dragon China ETF, at the start of the year, you would have lost more than 7% of your money. Had you instead chosen ASHR, the Deutsche Xtrackers Harvest CSI 300 China A-Shares ETF, you would have earned a 51% return. Both are “China ETFs.” Both can provide big, diversified portfolios. But ASHR has significant exposure to Chinese Ashares—largely consumer-focused stocks listed and traded on the domestic Chinese market— which performed spectacularly well in 2014. Don’t assume all ETFs are created equal. Just because two ETFs cover the same market doesn’t mean they provide the same exposure or returns. There’s no guarantee which fund will perform better in the future. But if you wanted to invest last year in the growth of the Chinese consumer and the domestic investor base there, a little bit of research would have gone a long way. Number 4: Trading…Just Because You Can Trading is central to ETFs. It’s right there in the name. But just because you can trade an ETF intraday doesn’t mean you should. Emotions are often an investor’s worst enemy. You zig when you should zag; you sell at the bottom and buy at the top. We all do sometimes. The trouble is ETFs make that even easier than traditional mutual funds. ETFs’ intraday liquidity can be great when you need to get into or out of the market quickly. But those situations are rare. Number 5: Only Using Market Orders When you do invest, consider using a limit order versus a market order. Market orders are instructions to buy or sell securities at the best possible price right now. That can work well for the most liquid ETFs, but as you move beyond the top dozen ETFs, you can find yourself getting trades executed at prices you don’t really want. Using a limit order means you agree to buy an ETF at a certain price or below, and sell it at a certain price or above. A limit order puts the control back in your hands and can help you set the price on your terms. Learn from these common mistakes to help avoid making them yourself. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723254.2.0
Views: 178326 Fidelity Investments
Vanguard Diversified Index ETFs
 
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Introducing Vanguard's suite of Diversified ETFs - our leading, risk-based investment strategies with the same low costs and superior expertise, now more accessible.
Views: 5880 Vanguard Australia
Chief Investment Officer Greg Davis on the 2018 bond outlook
 
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1/4/2018 Webcast: Our new leaders look ahead to 2018 Hear what the expectations are for bonds in today's market climate. Important information All investing is subject to risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. High-yield bonds generally have medium- and lower-range credit quality ratings and are therefore subject to a higher level of credit risk than bonds with higher credit quality ratings. For more information about Vanguard funds, visit https://vgi.vg/2G1dTre to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing. © 2018 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Views: 5732 Vanguard
Word of the Day: Treasury Bond ETF (TLT)...Bond Buyer Beware!
 
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Follow us @ http://twitter.com/laurenlyster http://twitter.com/coveringdelta As a follow-up to last week's breakdown of precious metals ETFs (the GLD and SLV), today's Word is also ETF, but with a special focus on the Treasury Bond ETF: the TLT. The moral of the story with these financial products is to read the fine print, but we will give you another reason why as well. Let's dig deeper into one of the more popular Treasury Bond ETFs: it's called the TLT, managed by Blackrock. If you think this ETF sounds like a safe investment because its underlying assets are US Government Securities, you may surprised to find out how much risk you're actually taking on. If you look at the prospectus it states: "The Fund may engage in securities lending. Securities lending involves the risk that the Fund may lose money... " "The Fund may lend securities representing up to one-third of the value of the Fund's total assets" So one-third of underlying assets in the ETF, in this case Treasurys, can be used as collateral to take out loans. The prospectus it also states: "The Fund also may invest up to 5% of its assets in repurchase agreements collateralized by U.S. government obligations and in cash and cash equivalents, including shares of money market funds" Let's put the pieces together: TLT can lend up to one-third of its total assets for cash, and then invest that cash in things like money market funds. This is something you could only find out by reading the Statement of Additional Information, a supplement to the prospectus. The fund can then invest up to 5% of its assets in repos, cash, and money market funds. So, up to 38.33% of assets can be put in the money market. And according to the Schedule of Investments, 36.01% of the 20+ year TLT Treasury Bond Fund is invested in Money Market Funds. Now there is not necessarily a problem with Money Market Funds, but this is certainly an area of additional risk especially if you thought the underlying assets were a direct liability of Uncle Sam. Just recall the run on Money Market Funds after the collapse of Lehman Brothers in 2008, it gave rise to headlines like "Rushing to save money-market funds" and "Money-Market Funds Get $50 Billion Backstop From U.S." So remember, before investing in an ETF, even in an apparently safe one, it is important to do your homework. A sophisticated investor or trader may have good reason to use such an ETF, but if you are buying into the TLT as a long-run alternative to buying US Treasurys, you may want to think twice about where you are parking your hard earned money.
Views: 4574 CapitalAccount
Interest rates, bond prices, and your portfolio- Vanguard
 
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Vanguard chief economist Joe Davis suggests focusing on your asset allocation and taking market conditions out of the equation when managing your portfolio. Learn more at http://www.vanguard.com © 2013 The Vanguard Group, Inc. All rights reserved.
Views: 13369 Vanguard
The municipal bond landscape
 
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Vanguard municipal bond expert Chris Alwine reviews what's happened in the muni market over the past year and emphasizes the importance of keeping a long-term perspective. All investing is subject to risk, including the possible loss of the money you invest. Credit-quality ratings are obtained from Standard & Poor's and are measured on a scale that generally ranges from AAA (highest) to D (lowest). *For more information about Vanguard funds, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.* Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation. © 2014 The Vanguard Group, Inc. All rights reserved.
Views: 227 Vanguard
ETFs vs. Index Funds: Investing 101 w/ Doug Flynn, CFP
 
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Doug Flynn, CFP, of Flynn Zito Capital Management, LLC on ETFs vs. Index Funds. Ali: Explain the difference between an ETF and a mutual fund... Doug: Well an ETF is a mutual fund that you know and love, but it trades on the exchange, so you can buy throughout the day. Versus a traditional fund which trades once a day at the end of the day. Ali: Okay, so let's talk about index funds, which really came first. First you had stocks, then you had index funds. Doug: Yes, an index fund is just trying to replicate a particular index, which you can't invest in directly, but this is a way to replicate that. So if you like the stocks in the S&P 500, or the stocks in the Dow... Ali: It used to be that you could just read about the stocks in the Dow or the S&P 500, and buy the individual stocks. If you wanted to, you could buy all thirty in the Dow... Doug: That's right. Ali: But then, we came up with index funds, which said, "You can do the Dow, you can do the S&P 500, you can do the Nasdaq, you can do...I don't know...Easter European industries. Doug: Exactly, and that is going to track an index, there isn't a lot of trading or active management in there. You can do that in a traditional mutual fund format or in an ETF, which is the exchange traded version of that, which just means it trades throughout the day. Ali: Generally speaking, index brought the management fees, these fees associated with mutual funds, down, because there's not somebody doing a lot of active work, and ETFs brought them down further. Doug: Correct. Ali: So why would I choose one vs. the other? Doug: So if you buy an ETF, you're typically placing a trade like a stock. So, if you're with an online broker, they're typically going to charge you some type of a trading fee to do that, whereas a mutual fund may have a minimum, but won't necessarily have a transaction charge to do that. There are some cases where that isn't the case. Ali: If you're doing this for fees, you better look at this and understand that you're paying for trades. Doug: Yeah. Most people are putting money away each month. You know, one hundred dollars per month is what they're doing. You can't really do that with an ETF because you're making a transaction every single time. That's where a mutual fund might be better. Ali: So you're putting one hundred bucks a month away, but you're paying ten dollars for the transaction, you gotta weigh that in. Doug: Maybe you use the index fund for a little while, and then you have $10,000, and then you can actually do those transactions. So that's where you might want it in different ways. And that's where it's cheaper. Like anything else, the more money you have, it might be a little bit cheaper. Ali: One thing you warn is not all ETFs are created equal. What do you mean by that? Doug: Well as an example, the two major providers, there's Vanguard, there's i Shares, which are two different providers of ETFs. And you have to look at the structure. And the structure of i shares in particular, they're completely separate, which means their tax ramifications are very low. They don't necessarily pay capital gains to speak of because they're just trading in and out of the ETF structure by itself: it's a stand-alone ETF. Vanguard did what is kind of a bolt-on to its existing mutual funds. What's happened there, is some cases, when the fund pays a capital gains distribution... Ali: Because they sold a stock at a profit... Doug: Right, a large institution wants to sell a bunch of their funds, it transfers into the ETF itself. So all ETFs are not created equal, and you should look at, if I want bond index ETFs, look a little bit deeper and look where are there capital gains distributions. Many people know there are these issues in traditional mutual funds that are actively managed. And they don't scroll down and see if there are differences between the different ETF providers. Ali: And of course that makes a difference depending on how you're investing. Whether this is inside a tax-preferred investment, or it's just out in the open. Doug: If it's an IRA it doesn't really matter, but if it's in a taxable accound, the last thing you want is further tax surprises you thought you were avoiding by being in ETF format. Ali: This is a business for people who feel they're not going to outperform the market with their own selections. Doug: Exactly, you've said in a particular area I don't think I can bring value, I can't find a manager who will bring value in a particular are, I'm just going to index then. And as a portfolio manager and as people who manage money, there are times when we find that you can't bring value with managers, and that they're out of favor, and you might index more. But we're agnostic.
Views: 40555 FlynnZito
High-Yield Muni ETFs Remain Excellent Buys
 
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Discounts in muni-bond closed-end funds have narrowed recently, but they remain a good buy, says Jim Colby, Senior Municipal Strategist at Van Eck Global. Colby says high-yield munis are especially attractive because spreads remain wide. He says he is seeing high-yield corporate bond investors cross over into the high-yield muni space. Finally, he says investors are best off diversifying their municipal bond portfolios instead of buying individual Puerto Rico bonds for their high yields. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
Vanguard bond experts weigh in on Detroit and Puerto Rico
 
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Vanguard investment experts Daniel Wallick and Chris Alwine discuss the challenges faced by these two entities, starting with the fact that Puerto Rico is a territory of the United States while Detroit is a U.S. city. All investing is subject to risk, including the possible loss of the money you invest. Credit-quality ratings are obtained from Standard & Poor's and are measured on a scale that generally ranges from AAA (highest) to D (lowest). *For more information about Vanguard funds, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.* Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation. © 2014 The Vanguard Group, Inc. All rights reserved.
Views: 746 Vanguard
BulletShares Target-Date Bond ETFs to Hedge Rising Rate Risk
 
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Fixed-income investors are scrambling to adapt to a changing interest rate environment, but one may still generate yields and diminish rate risk through target-date bond ETFs. For instance, Guggenheim Investments has a suite of “BulletShares” defined-maturity bond ETFs, including a range of corporate bond options for years up to the Guggenheim BulletShares 2027 Corporate Bond ETF (NYSEArca: BSCR) and a group of high-yield options for years up to the Guggenheim BulletShares 2025 High Yield Corporate Bond ETF (NYSEArca: BSJP). "The objective of the BulletShares ETFs is to deliver the effective maturity of bonds that are maturing in the year. So once you get to the end of the year, we send them the asset value back to share holders," William Belden, Managing Director and Head of ETF Business Development for Guggenheim Investments, said at the Inside ETFs 2018 conference.
Views: 174 ETF Trends
The Best and Worst Bond ETFs as Rates Rise (EDV,BND)
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Interest rates bottomed out in the markets back in July of this year. They have slowly begun to rise ever since and many investors have liquidated their bond fund holdings in order to avoid capital losses. But the bear market for bonds has so far been relatively tame, as prices have not declined as of yet in the manner that was widely feared. The 10-year Treasury note hit an all-time low yield of 1.366% on July 8, the lowest yield ever since the Note’s introduction in 1962. It has climbed back to 1.8%, which represents a solid gain, but is still far below its previous yield of 2.269% on Dec. 31, 2015. Exchange-traded funds (ETFs) that invest in bonds have all felt the downward pressure from this, but some funds have fared much better than others. (For more, see: The 5 Largest Bond ETFs.) Bond ETFs Both traditional open-ended bond funds and exchange-traded funds that invest in bonds have endured price declines during the second half of this year. For example, the Vanguard Extended Treasury Duration ETF (EDV) has dropped by over 11% since July 8, even when dividends are reinvested and also factoring in the fund’s low expenses. Data indicates that the average exchange-traded fund that invests in long-term government issues is down about 7.25% in that same time period. But not all funds have experienced such steep declines. The Vanguard Total Bond Market Index ETF (BND), the largest ETF that invests in U.S. bonds has shrunk by a mere 1.08% since July 8. Several other popular categories of bond funds have also experienced price declines that are relatively benign. Morningstar Inc. reports that ETFs that invest in medium term fixed-income securities are down less than 1% at a mere 0.62%, and corporate bond funds have done even better, falling by only a measly 0.12%. And high-yield bond funds are actually up nearly 3% at this point. (For more, see: BND: Vanguard Total Bond Market ETF Performance Case Study.) However, these moderate numbers have been largely lost on bond investors. Data company XTF, which tracks mutual fund inflows, reported that investors liquidated around $2.2 billion worth of ETFs that invest in junk bonds in recent weeks, despite their recent positive performance. These funds also lost about $67 million in assets back in September. Investors are wary of the Federal Reserve at this point, which analysts predict will raise short-term interest rates in December. This will raise the key Fed Funds rate to 0.50% to 0.75% from its current level of 0.25% to 0.50%. The rise in rates has been widely anticipated by the managers of bond funds. DoubleLine manager Jeffrey Gundlach has issued a warning to bond investors that it is time to prepare for higher interest rates and rising inflation. He has also predicted that the 10-year Treasury note will be yielding at least 2% by the end of 2016. Since the 10-year Treasury note’s yield was lower back in July than it ever was during the Great Recession, it’s probably pret
Views: 60 ETFs
VCIT  Vanguard Intermediate-Term Corp Bd ETF
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Bonds can serve as essential elements of fixed-income and equity portfolios. Since bonds are generally less volatile than stocks, they can be less risky investments for risk-averse investors. Bonds can help to diversify and mitigate the overall volatility of equity portfolios, while generating yield. However, intermediate-term corporate bonds, specifically, may not be suitable for all fixed-income investors since they have longer durations and may carry more interest rate risk than their short-term alternatives. Investing in corporate bonds alone can be difficult for investors to earn sufficient returns given the risk levels of these bonds and lack of diversification. However, corporate bond exchange-traded funds (ETFs) provide efficient alternatives to plain vanilla corporate bonds. Due to its low expense ratio, the Vanguard Intermediate-Term Corp Bond (NASDAQ: VCIT) is an efficient choice for investors who have medium-term time horizons and seek exposure to the corporate bond market. What It Tracks VCIT's investment strategy is designed to track the general performance of the Barclays 5-10 Year Corporate Bond Index, its benchmark index. The fund's benchmark index includes investment-grade, fixed-rate, U.S. dollar-denominated debt securities issued by industrial, utility and financial companies, which have remaining maturities between five to 10 years. Therefore, VCIT provides investors with diversified corporate bond exposure by holding 1,676 bond that have maturities between five to 10 years, as of July 31, 2015. An intermediate-term corporate bond is a type of fixed-income security issued by a corporation and sold to the public to refinance its operations, such as mergers, acquisitions, expansions or debt refinancing. This type of security has a maturity date, or the date the principal is repaid, set to occur within the next three to 10 years. When the bond market is in a normal yield curve environment, or when the yield curve is positive, intermediate-term corporate bonds generate higher yields than short-term corporate bonds. However, intermediate-term corporate bonds generate lower yields than long-term corporate bonds in a standard yield curve environment. How It Tracks It To achieve its investment objective, VCIT implements a passive sampling strategy. The fund holds a range of securities that mimics the securities comprising the Barclays 5-10 Year Corporate Bond Index. Under normal circumstances, VCIT invests at least 80% of its total assets in corporate bonds comprising its benchmark index. As of July 31, 2015, VCIT's top sector allocations are 62.8% industrial; 31.7% finance; 5.4% utilities; and 0.1% other. The distribution of the fund's effective maturities are 98% five to 10 years; 1.1% three to five years; 0.5% one to three years; 0.3% under one year; and 0.1% 10 to 20 years. The fund's holdings only include investment-grade bonds that are Baa or higher based on Moody's Investors Service's credit ratings scale. Like most p
Views: 29 ETFs
Say “No” to Bond Mutual Funds
 
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http://IncredibleRetirement.com 800-393-1017 Someone recently asked for our opinion on two different bond mutual funds. Both of them are low cost index funds from Vanguard. While we are big believers in index mutual funds when it comes to investing in the stock market, quite frankly we aren't big fans of bond mutual funds of any kind, even low cost index bond funds and here is why. When you buy an individual bond and hold it to maturity it works kind of like a CD. You are paid the promised interest rate from the issuer, and upon maturity the issuer gives you all your money back. This way, it's almost impossible to lose money investing in bonds if you hold the bond until maturity, or until it's redeemed early by the issuer. Here's the problem when you buy bonds inside a mutual fund. Mutual funds have no stated maturity date so you give up the assurance that you get your money back if the bond is held to maturity, because the mutual fund never matures. In addition, the income from the bonds could be diluted as new investors add money or withdraw money from the mutual fund, even if you individually aren't withdrawing or adding money to the mutual fund. The one advantage bond mutual funds do have is diversification. You get the benefit of investing in lots of different bonds. If you have $200,000 or more that can be allocated to bonds, we think your better approach is to buy individual bonds. This gives you enough money to buy enough individual bond positions to have proper diversification. For smaller accounts, your best bet is still going to be sticking with low cost bond index mutual funds and ETFs. Now you know why we think you should just say no to bond mutual funds. Having an investment system that you have trust and confidence in will put you one step closer to experiencing your version of an incredible retirement - doing what you want, when you want.
Views: 463 Brian Fricke
Review of STHS: Source PIMCO Short-Term High Yield ETF
 
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We review a high-income exchange traded fund, discussing its attributes, its risks and how to find its current yield. We discuss how using short-term bonds and a currency hedge reduces the volatility of this fund.
Views: 405 PensionCraft
3 Best Ideas Among Core Bond Funds
 
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Our analysts like Vanguard Total Bond Market Index, Fidelity Total Bond, and Dodge & Cox Income for downside protection and diversification. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 904 Morningstar, Inc.
Muni, High Yield ETFs Still Attractive as Hunt For Yield Continues
 
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U.S. Treasury yields are still high compared to most European sovereign bonds so the iShares 20+ Treasury Bond ETF (TLT) could still appreciate in 2015, said Matt Tucker, Head of Fixed Income Strategy at iShares. Tucker added that investors who believe the TLT is overvalued can opt for the highly diversified iShares Core Total USD Bond Market ETF (IUSB) instead. He said municipal bonds are still attractive on a tax-adjusted basis. Finally, Tucker said high yield may have fallen with energy, but it will likely rebound as oil stabilizes and investors once again seek yield for their portfolios. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
CMF iShares Trust   iShares California Muni Bond ETF CMF buy or sell Buffett read basic
 
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Buffett said: He saw all the stock earnings I think the final value of the investment does not need to see numbers only need to figure out what the business is doing with the most basic information to determine The following is my finishing out of the super basic Hoping to help you get the most out of all stocks with the fastest time maybe we can leave message to discuss like... 1. ask your question 2. Master! Buy and sell? 3. Share your experience for this stock
Views: 8 Buffett Info
The Case for Short-Term Bond Funds Today
 
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What happens to the critical 10-year Treasury yield now that the Fed has begun to trim its balance sheet? Portfolio manager John Queen weighs in and also discusses the role that short-term bond funds can play in a diversified portfolio. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors®, Inc. and sold through unaffiliated intermediaries. Past results are not predictive of results in future periods. CollegeAmerica® is a nationwide plan sponsored by Virginia529℠. Depending on your state of residence, there may be an in-state plan that provides tax and other benefits not available through CollegeAmerica. Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by the distributor of the American Funds mutual funds, which receives fees for distributing and servicing the funds. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice. American Funds and the information contained herein are intended only for persons eligible to purchase U.S.-registered mutual funds. American Funds Distributors, Inc.
Views: 545 American Funds
Are Dividends From Municipal Bonds Taxable?
 
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This is the does tax exemption only apply to dividend distributions? Yes capital gains are taxable and they come in two ways. 2015 closed end fund tax guide blackrock. The interest income earned from most municipal bonds is exempt all federal taxes regardless of your tax bracket 24 jun 2015 for instance, a bond issued by municipality in new york will be state. Treasury interest, fully taxable dividends that qualify for the 17 apr 2015 this also includes interest on federally bonds (known as build state and local government obligations are municipal even though paid a bond is tax exempt, holder can income sale of such bond, just in case. 20 aug 2011 the key benefit of municipal bonds tax free interest. They may also be 23 mar 2015 given that your magi will include income from other sources, such as dividend and interest taxable bonds, avoiding 22 oct 2014 comes in different tax flavors municipal bond interest, u. Tax savvy tax exempt funds personal investors vanguard. Dor individual income tax state and municipal bond interest. While exempt interest dividends are not subject to federal income tax, they may still be state tax or the alternative minimum (amt) 30 nov 2016 every year, bondholders receive their annual 1099 int forms and dutifully report municipal bonds generally appropriate for high investors who seeking reduce taxable investment 17 jan 2006 from a bond fund that is invested in pennsylvania other states portion comes etf distributions qualified. State specific taxation of municipal bond interest vanguard tax exempt dividends by state for 2016 isharesamerican funds. Dividend investopedia the key benefit of municipal bonds tax free interest municipalbonds url? Q webcache. Taxes on bonds and bond funds fidelity. Googleusercontent search. The key benefit of municipal bonds tax free interest are exempt from state taxes? Taxation rules for bond investors investopedia. Blackrock municipal bond investment trust (bie) blackrock enhanced equity dividend (bdj) taxable (bbn)4 i am looking at tax exempt fund as a hassle free option. Municipal bond interest from bonds issued in exempt dividends are often associated with mutual funds that invest municipal. Taxability of interest and dividend income from state, local, taxation municipal bonds investing in. Dividend investopedia. First interest from certain municipal bonds are subject to utah income tax. The irs so interest payments from a muni bond etf are exempt at the federal level. Taxpayers with of ordinary income (such as dividends and interest), bonds bond funds are taxed in two ways based on the that's distributed interest generated by municipal is generally not subject to cost basis, amount your initial investment, any reinvested because from money market aren't federally taxable, these typically have lower yields than 20 jan 2014 tax laws for states indiana utah require dividend most other be included an box 1a financial advisor or brokerage firm 2016 irs form 1099 div2022 term muni. Unite
Views: 65 Cynthia Cynthia
Vanguard Short Term Bond ETF
 
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VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 17 Why Invest In
Researching Fixed Income Short Dated Corporate Bonds
 
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I do some preliminary research into fixed income short dated corporate bonds. Ratings agencies, coupons, yields... LINKS: Vanguard Bond ETF: https://personal.vanguard.com/us/funds/snapshot?FundId=3145&FundIntExt=INT#tab=0 Vanguard ETF Portfolio: https://personal.vanguard.com/us/FundsAllHoldings?FundId=3145&FundIntExt=INT&tableName=Bond&tableIndex=0&sort=marketValue&sortOrder=desc
Views: 184 Alex Millar
What is BOND MARKET INDEX? What does BOND MARKET INDEX mean? BOND MARKET INDEX meaning
 
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What is BOND MARKET INDEX? What does BOND MARKET INDEX mean? BOND MARKET INDEX meaning - BOND MARKET INDEX definition - BOND MARKET INDEX explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A bond index or bond market index is a method of measuring the value of a section of the bond market. It is computed from the prices of selected bonds (typically a weighted average). It is a tool used by investors and financial managers to describe the market, and to compare the return on specific investments. An index is a mathematical construct, so it may not be invested in directly. But many mutual funds and exchange-traded funds attempt to "track" an index (see index fund), and those funds that do not may be judged against those that do. Bond indices can be categorized based on their broad characteristics, such as whether they are composed of government bonds, municipal bonds, corporate bonds, high-yield bonds, mortgage-backed securities, syndicated or leveraged loans, etc. They can also be classified based on their credit rating or maturity. Bond indices tend to be total rate-of-return indices and are used mostly as such: to look at performance of a market over time. In addition to returns, bond indices generally also have yield, duration, and convexity, which is aggregated up from individual bonds. Bond indices generally include more individual securities than stock market indices do, and are broader and more rule-based. This allows portfolio managers to predict which type of issues will be eligible for the index. Most bond indices are weighted by market capitalization. This results in the bums problem, in which less creditworthy issuers with a lot of outstanding debt constitute a larger part of the index than more creditworthy ones. Bond indices are harder to replicate compared to stock market indices due to the large number of issues. Usually, portfolio managers define suitable benchmarks for their portfolios, and use an existing index or create blends of indices based on their investment mandates. They then purchase a subset of the issues available in their benchmark, and they use the index as a measure of the market portfolio's return to compare their own portfolio's performance against. Often the average duration of the market may not be the most appropriate duration for a given portfolio. Replication of an index's characteristics can be achieved by using bond futures to match the duration of the bond index.
Views: 914 The Audiopedia
What is an ETF? | Fidelity
 
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In this video, learn more about what an ETF actually is, and how investing in ETFs can affect your portfolio. To learn more about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview. To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments What is an exchange-traded fund? It’s simple, really. ETFs are baskets of securities designed to provide exposure to different areas of the market. If used correctly, ETFs may be powerful tools for building solid, well-diversified portfolios. If you want exposure to the S&P 500 Index, there’s an ETF for that. Brazilian equities? Corporate bonds? Municipal bonds? Commodities? Yes to all. Let’s look at three key attributes of ETFs. The first attribute is hinted at by the name: exchange-traded funds. ETFs trade throughout the day, like stocks, meaning you can buy or sell them any time the market is open. But intraday trading introduces new challenges and costs. As with stocks, you must pay a spread when you buy or sell an ETF. Unless an ETF is part of a commission-free trading program, you must pay a commission too. Be sure to pay attention to any short-term trading fees that may be incurred within a prescribed time frame when selling an ETF. And while most ETFs trade close to their net asset value, you’ll want to keep an eye on less liquid ETFs to make sure you’re getting a fair price, too. ETFs may trade at a price that is higher (premium) or lower (discount) to their net asset value. The second attribute is cost. Let’s review a few of the reasons ETFs can be a cost efficient investment. For starters, most ETFs are index funds, which means they track the returns of a market index and are passively managed. This type of passively managed product tends to be less expensive than an actively managed product. Secondly, the ETF structure itself provides cost advantages: recordkeeping, transfer agent and other fees may be lower for ETFs than for traditional mutual funds. ETF companies may pass some of these savings along to you, the investor. Remember, though, to consider the costs of trading the ETF before you buy. Just because it has a lower headline expense ratio does not necessarily mean it’s cheaper to own when you consider other costs. The third attribute is tax efficiency. One of the ways that ETFs have the potential to be tax efficient is because there are typically fewer taxable events in an ETF. For example, if you own shares of an ETF, and another shareholder decides to sell some of his shares, that shareholder simply sells the shares to another investor…very similar to selling a stock. In this scenario, there would generally be no capital gains transactions for the other shareholders of the ETF. Keep in mind, the tax treatment from one ETF to another can differ and you should always be sure to read the prospectus for specific details. One last hint when considering ETFs: Be careful when selecting which ETF to buy. While many ETFs sound similar, they don’t always provide the same exposure. Two different biotech ETFs, for instance, can hold very different stocks, and their annual performance can vary quite a bit. Like any investment, you have to do your research and make sure you know what you’re buying. Remember, ETFs are another tool in your investing toolbox, and like any tool, the more you understand how to use them, the more effectively you can put them to work. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723245.2.0
Views: 76558 Fidelity Investments
International investing: Why market timing doesn't work- Vanguard
 
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Without a crystal ball, timing the markets successfully is almost impossible—even for the professionals. Chris Philips of Vanguard's Investment Strategy Group and Beth Orford of Vanguard Flagship Services® explain why holding a long-term, broadly diversified investment portfolio can be a better option. Watch the full replay » Other excerpts from this webcast: Why you should consider international investing What are developed, emerging, and frontier markets? Notes: All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss. For more information about Vanguard funds, visit Funds, Stocks & ETFs or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing. © 2013 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 4470 Vanguard
Vanguard Short-term Bond Etf (NYSEARCA:BSV) Short Interest Increased By 303.42%.
 
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http://www.consumereagle.com/vanguard-short-term-bond-etf-nysearcabsv-short-interest-increased-by-303-42/127047/ Vanguard Short-term Bond Etf (NYSEARCA:BSV) Short Interest Increased By 303.42%. The stock of Vanguard Short-term Bond Etf (NYSEARCA:BSV) registered an increase of 303.42% in short interest. BSV’s total short interest was 944,400 shares in August as published by FINRA. Its up 303.42% from 234,100 shares, reported previously. With 1.01 million shares average volume, it will take short sellers 1 days to cover their BSV’s short positions. The ETF increased 0.12% or $0.1 on August 12, hitting $80.91. Vanguard Short-Term Bond ETF (NYSEARCA:BSV) has risen 1.28% since January 8, 2016 and is uptrending. It has underperformed by 12.36% the S&P500. Vanguard Short-Term Bond ETF seeks to track the performance of a market-weighted bond index with a short-term, dollar-weighted average maturity. The ETF has a market cap of $18.94 billion. The Fund employs a passive management or indexing strategy designed to track the performance of the Barclays Capital U.S. 1-5 Year Government/Credit Bond Index (the Index). It currently has negative earnings. The Index includes all medium and larger issues of the United States Government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of between 1 and 5 years and are publicly issued. These content links are provided by Content.ad. Both Content.ad and the web site upon which the links are displayed may receive compensation when readers click on these links. Some of the content you are redirected to may be sponsored content. View our privacy policy here. Family-Friendly Content Website owners select the type of content that appears in our units. However, if you would like to ensure that Content.ad always displays family-friendly content on this device, regardless of what site you are on, check the option below. Learn More Only recommend family-friendly content To learn how you can use Content.ad to drive visitors to your content or add this service to your site, please contact us at [email protected] Visit CHAOS View Archive For More CHAOS NEWS: https://www.youtube.com/channel/UCUiFq-IUU64l62ygPdbVnIA . [email protected] . #trump donald trump potus sean spicer chinada3 . https://challengingtherhetoric.wordpress.com/2017/01/22/new-allegations-of-multi-state-merchant-services-credit-card-fraud-and-money-laundering-lobbied-against-former-florida-ftc-robocall-defendant-jaime-spears-aldazabal-by-prominent-members-of-the-milit/ . CHAOS VIEW ARCHIVE . https://www.youtube.com/watch?v=fdMT8gFI-rk . Who Is Steve Bannon? - The Preliminary Investigation Begins - POTUS DONALD TRUMP https://www.youtube.com/watch?v=iuIkW7Bg1fY . https://chaosviewarchive.wordpress.com/ . Who Is Steve Bannon? - The Alt-Right In The Mainstream - Milo Yiannopoulos Donald Trump UC Berkeley https://www.youtube.com/watch?v=A1cH0piULkc . https://chaosviewarchive.wordpress.com/2017/02/04/live-chaos-with-cheri-roberts-gary-huntbundy-ranchnevadaoregon-standoffppodeb-jordan-more-jaime-spears-aldazabal/ https://youtu.be/faIslMIvi8A III% Militia Protects David Duke And Other Racists At White Supremacist Rally #Charlottesville https://www.youtube.com/watch?v=PaoGWigCqtU https://chaosviewarchive.wordpress.com/2017/08/14/iii-militia-protects-david-duke-and-other-racists-at-white-supremacist-rally-charlottesville/
Views: 31 CHAOS BOT
Bond ETFs Worse Off Than Stocks
 
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Stocks sold off as China suffered a cash crunch, but Ben Willis of Albert Fried says that what's happening with bond ETFs is scarier.
Top 5 Bond ETFs for 2017
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do A period of rising interest rates is always an interesting time for bond exchange-traded funds (ETFs). On the one hand, the value of existing bonds can go down as rates rise because investors can find competitive rates in U.S. Treasury bills, bonds, and notes that are much safer than bonds. On the other hand, the yield on new bonds starts to rise. A bond ETF that is in a position to sell some of its existing bonds and buy new ones can produce higher income. (See also: Bond ETFs: A Viable Alternative.) We have chosen five bond ETFs that have a year-to-date return above 2.5%. These funds have managed to weather the transition to a period of rising interest rates so far, and may be in a position to prosper going forward. All figures are current as of June 21, 2017. 1. iShares Convertible Bond (ICVT) The benchmark for this fund is the Bloomberg Barclays U.S. Convertible Cash Pay Bond $250MM Index. While the fund aims to keep a minimum of 90% of its assets in securities from the underlying index, it also invests in futures, options and swaps. It may also invest in other securities that are not in the index. The strategy has paid off for the last year, with a return of over 9%. Avg. Volume: 18,861 Net Assets: $178.53 million Yield: 2.97% YTD Return: 9.21% Expense Ratio (net): 0.30% 2. WisdomTree Strategic Corporate Bond ETF (CRDT) This ETF does not follow a specific index. Instead, it invests in corporate debt. That means it buys bonds that corporations issue, and is vulnerable if any of those corporations should default on a bond payment. The fund keeps 80% of its assets invested in corporate debt. It also invests in money market securities, floating rate securities, and those that are tied to the inflation rate. It may invest in non-U.S. bonds. Avg. Volume: 960 Net Assets: $7.58 million Yield: 3.50% YTD Return: 5.27% Expense Ratio (net): 0.45% 3. AdvisorShares Market Adaptive Unconstrained Income ETF (MAUI) MAUI's focus is income, with capital preservation as a second concern. This ETF is a fund of funds. That means it invests in other funds, primarily ETFs. It may also invest in closed-end funds, exchange-traded notes (ETNs) and exchange-traded products (ETPs ). It may invest in non-U.S. fixed income instruments as well. Avg. Volume: 126 Net Assets: $1.22 million Yield: 0.59% YTD Return: 2.91% Expense Ratio (net): 1.35% 4. iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) This fund is benchmarked to the Bloomberg Barclays December 2025 Maturity Corporate Index. The fund invests in corporate bonds. It keeps 90% of its assets in securities from the index. Avg. Volume: 29,677 Net Assets: $174.87 million Yield: 3.31% YTD Return: 4.19% Expense Ratio (net): 0.10% 5. PIMCO Income D (PONDX) This fund focuses exclusively on income, and uses options and futures to achieve income. It invests in below-investment-grade securities, placing as much as 50% of its assets in such securities. This fun
Views: 61 ETFs