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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: 7985 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: 11152 Vanguard
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: 1961 T. Rowe Price
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: 155775 The Dave Ramsey Show
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: 26314 InvestingWisely
Municipal bonds and your portfolio
 
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Taxes, quality, risk: There are many factors to weigh when building your portfolio. Vanguard fixed income experts Daniel Wallick and Chris Alwine describe the important role municipal bonds can play in a diverse investment strategy. 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: 5665 Vanguard
Vanguard Long 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: 63 Why Invest In
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: 63 Mark Bruno
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: 1494 Vanguard
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: 22 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: 94 Why Invest In
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: 5881 Vanguard
3 Muni Bond Funds to Ease Interest-Rate Jitters
 
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With interest rates rising, many muni bond investors are getting nervous. We talked to our analysts to share three of their favorite muni bond funds they think will help ease some of these jitters. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 728 Morningstar, Inc.
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: 232 Ila Damog
How to Buy Bonds (HOW YOU REALLY SHOULD BUY BONDS) Step 1
 
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How to Buy Bonds... www.checkmybondtrade.com http://youtu.be/rgPKWj5BbDA This is the first video segment of How to Buy Bonds (HOW YOU REALLY SHOULD BUY BONDS).This video discusses the first step in how you SHOULD buy bonds which is making sure your account is housed at the appropriate venue to be a successful bond investor. The fixed income market is one of the most opaque, inefficient markets that a retail investor is likely to participate in. You will need to make certain that wherever your account resides is going to be a place that allows you to view and access competition. I hope you gain knowledge from this video that will make you a better bond investor. Upcoming videos include : How to gain better market visibility; Questions to ask your financial professional about bonds; How to "push back" on dealer or brokers offers; How to bid on bonds; Tutorial on using a new free bond pricing app for retail investors. www.checkmybondtrade.com How to buy bonds, How to sell bonds, including municipal bonds, corporate bonds, or agency bonds. Hope this helps www.checkmybondtrade.com
Views: 19513 Bond Renegade
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: 139 Why Invest In
Advantages of Investing in Municipal Bonds
 
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This video discusses the advantages of investing in municipal bonds: namely, the historically lower risk of default (relative to corporate bonds) and tax-exempt nature of most municipal bonds. The video provides an example to show how the after-tax return of a municipal bond can be higher than a corporate bond that has a higher pretax yield. The video also demonstrates why municipal bonds are more attractive to high-income investors by showing that the tax-equivalent yield of a municipal bond increases as a person's tax rate increases. Edspira is your source for business and financial education. To view the entire video library for free, visit http://www.Edspira.com To like us on Facebook, visit https://www.facebook.com/Edspira Edspira is the creation of Michael McLaughlin, who went from teenage homelessness to a PhD. The goal of Michael's life is to increase access to education so all people can achieve their dreams. To learn more about Michael's story, visit http://www.MichaelMcLaughlin.com To follow Michael on Facebook, visit https://facebook.com/Prof.Michael.McLaughlin To follow Michael on Twitter, visit https://twitter.com/Prof_McLaughlin
Views: 7223 Edspira
"Is A Tax Free Money Market Fund With A Low Yield Worth Keeping?"
 
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Money market yields have been sitting around zero, but they're starting to creep back up. Steve has two different money market funds with Vanguard, a VMSXX municipal fund and a SEP IRA. He's seen that the 1-year yield is less than 0.6%. Steve wants to know if he should stick with a low-yield, tax-free mutual fund or reinvest somewhere else. Original air date: July 9, 2017 - Hour 1, Call 6. Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. You Can Retire Sooner Than You Think, by Wes Moss - Buy it here: http://a.co/4Srbldy These audio clips are recordings from the Money Matters radio show. The provided discussions are general in nature and based on the financial and economic events at the time and/or minimal information disclosed by call-in participants. The responses to questions are not meant to be personalized investment advice. Every person's financial situation is unique and there is no one-size-fits all advice and requires more detailed analysis than what can be conducted for a call-in participant. Any information obtained in the audio should not be accepted as investment advice and should be discussed with a financial professional. Any actions taken should only be done after evaluation and analysis of your specific situation. All investing involves risk including the loss of an investor's principal. No guarantees can be offered that any of the call-in participants were successful or that any information provided assisted the call-in participant in achieving their financial goals.
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: 1223 ZacksInvestmentNews
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: 67 ETFs
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: 72 ETFs
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: 4611 CapitalAccount
Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain
 
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Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WEALTHTRACK # 1433 broadcast on February 2, 2018.
Views: 6728 WealthTrack
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: 6296 Vanguard
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: 752 Vanguard
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: 13430 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: 226 ETF Trends
Vanguard Total Bond Market Index I
 
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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
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: 455 PensionCraft
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: 6396 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: 187130 Fidelity Investments
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: 955 Morningstar, Inc.
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: 585 American Funds
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.
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: 41933 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
Guide to Bond ETF's for the Fixed Income Investor
 
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This video introduces ETFs and explains the advantages of using them to invest in bonds. In my opinion ETF's are the best way to get exposure to the bond market.
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: 390 FTSE Russell
Bond investing in challenging times: Bonds and your portfolio
 
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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 the role of bonds in your portfolio. 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: 5994 Vanguard
Fixed Income High Yield Money Market, CD and Short Term Bonds
 
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Fixed Income High Yield Money Market, CD and Short Term Bonds Many investors and non investors want to park their money and get the best interest rate and yield. With the rising interest rate environment, rates on CD's, Money Market Funds, Short Term Bond Funds have become more attractive. Fixed Income Investing- Money Market, CD and Short Term Bonds High Yield US Treasury Note - 2.80% - 2 year maturity 2.60% - 1 year maturity Money Market VMMXX Vanguard Money Market Prime - 2.13% SWVXX Charles Money Market Fund - 2.03% SPRXX Fidelity Money Market Fund - 1.90% CD's - Certificate of Deposit 1 year - 2.65% 2 year - 3.00% Short Term Bond Taxable DLSNX - Double Line Low Duration Bond Fund - 3.26% FFRHX - Fidelity Floating Rate High Income - 4.21.% Tax Exempt VWSTX - Vanguard Short Term Tax Exempt Fund 1.73% Duration 1.1 Years VWAHX - Vanguard High Yield Tax Exempt Fund 3.31% Duration 6.6 Years Investment Grade Corp Bonds High Yield Bonds Municipal Bonds
Views: 187 Wisdom Investor
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
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: 33 ETFs
Fundamentals - iShares Global High Yield Corporate Bond ETF
 
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Russ Mould looks at the mechanics of the iShares Global High Yield Corporate Bond ETF, which tracks the Markit iBoxx Global Developed High Yield Capped index. He also attempts to work out why it is currently proving so popular. The information in this video and transcript is for the use of professional advisers only. The value of investments can go down as well as up and your client may not get back their original investment. Past performance is not a guide to future performance and some investments need to be held for the long term. This promotion does not offer advice about the suitability of our products or services.
Bonds What Makes ETF Bond Funds So Appealing
 
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Learn more about ETF bond funds at http://www.trend-online.com/etf-obbligazionari.html.
Views: 45 ETF trading
The Difference Between Bonds vs Stocks vs Mutual Funds
 
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How are bonds, stocks, mutual funds and exchange-traded funds different? In this video, Pure Financial's Director of Research, Brian Perry, CFP®, CFA® explains. Read the full blog: http://bit.ly/StocksBondsMutFunds Transcript: So, today we're going to talk about stocks, and bonds, and mutual funds. And stocks and bonds are investment asset classes. Stocks enter into a portfolio in order to provide growth, but they are volatile - they move up and down. Over the long term, they should provide higher returns than bonds. Bonds in a portfolio are there to generate income, but also stability and diversification. Oftentimes, when stocks go higher, bonds fall. And so the idea of combining stocks and bonds in a diversified portfolio makes sense for the vast majority of investors. Mutual funds, on the other hand, are not an asset class. They're an investment vehicle. And so, when it comes time to decide how to invest in the stocks and bonds you're going to own, you have three choices: you can buy individual securities, you can buy mutual funds, or you can buy ETFs - Exchange Traded Funds. The choice varies, depending on what you're trying to accomplish and the asset class, but broadly speaking, individual securities are where you go out and you buy Microsoft or GE, or you buy a municipal bond, and you own just that. There are no ongoing fees associated, but you are responsible for doing your own research and monitoring. And it can be hard to be fully diversified. Mutual funds and ETFs provide professional management diversification. And although there are ongoing costs, with many mutual funds, the costs can be quite low. As with most aspects of investing, the choice of a mutual fund, an individual security, or an ETF isn't a straightforward or simple one, and the choice is going to ultimately depend on you, the investor. But it's definitely worth considering because the vehicle you use is going to impact your investment returns. Importantly, and in conclusion, if you buy a mutual fund, an individual of security, or an ETF, you still own stocks or bonds. So when you're working on your asset classes, and your asset allocation, don't worry so much about what vehicles you've used. Think of it as "how many stocks do I own" and "how many bonds do I own." And then a separate, discrete decision will be, individual securities, mutual funds or ETFs. For more on stocks, bonds, and mutual funds, look at the blog on PureFinancial.com. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2 Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Vanguard Google Hangout- Stocks, Bonds, and The Economy
 
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Watch a replay of our first Google hangout featuring chief economist, Joe Davis. All investing is subject to risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss. Past performance is no guarantee of future results. Investments in bonds 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. Each LifeStrategy Fund invests in four broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. For more information about any 529 college savings plan, contact the plan provider to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing. If you are not a  taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Vanguard Marketing Corporation serves as distributor and underwriter for some 529 plans. Visit www.vanguard.com to obtain a fund prospectus, which contains investment objectives, risks, charges, expenses, and other information; read and consider carefully before investing. © 2013 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 3301 Vanguard
Get the Most Out of Your Money, Suze Talks Stocks | Suze Orman
 
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Suze Orman wants you to get the most out of your money. How to have more Money. » SUBSCRIBE to Suze Orman's YouTube Channel: https://www.youtube.com/suzeorman » WATCH the latest from Suze: https://www.youtube.com/suzeorman ABOUT: Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.. Subscribe to Suze's channel for exclusive footage, new videos and more! Connect with Suze Online! Visit Suze Orman's Website: http://www.suzeorman.com Find Suze Orman on Facebook: https://www.facebook.com/suzeorman Follow Suze Orman on Twitter: https://twitter.com/suzeormanshow Get the Most Out of Your Money, Suze Talks Stocks | Suze Orman
Vanguard Beats PIMCO in the Battle for Bond Assets
 
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Vanguard's Total Bond Market Index Fund (VBMFX) may be larger than PIMCO's Total Return Fund (PTTRX), but it doesn't necessarily mean the passive investment strategy has triumphed over actively managed funds. That's according to Michael Herbst, director of manager research for fixed income of Morningstar. In an interview with TheStreet, Herbst said some investors may return to a more active investing strategy once markets become for volatile. In PIMCO's case, he says the fund firm has received a lot of attention since losing assets following the departure of Bill Gross, but less attention has been paid on the fact that those outflows haven't had a big impact on performance. He says the fund continues to perform well and that PIMCO has a talented investment team even without Gross. 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
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: 190 ZacksInvestmentNews

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