A Good Source for Bond Quotes

Finding bond quotes on the Internet is somewhat challenging.  Real-time stock and mutual fund information is pretty ubiquitous nowadays.  Options are out there too.  Bond quotes seem to largely remain in the realm of expensive subscription data services. You can get bond quotes through your brokerage relationship.  Many have lists of issues for sale on …

Use Bad Timing as an Opportunity

Handling emotions when confronted by unfortunate investment timing is key to success.  When you buy something there is a 50% chance it is going to go down.  When it goes down the decline can be substantial.  Everyone knows investments fluctuate.  But there is a big difference between watching the news on CNBC and watching value …

Use a Wall Street Journal Print Subscription for Market Developments

The Wall Street Journal print edition is, to my knowledge, the best way to keep up on financial news.  Discovering that in today’s Internet-focused world was a big surprise. The story of my path back to the newspaper, after many years away, is probably not what you would expect.  Prior to this I relied on …

Positioning Managed Money in Your Portfolio

Adding fund products to investment strategy should be a carefully-weighed decision.  They are useful.  But they have management fees, and some have significant commissions.  Make sure there is a good reason before agreeing to pay. Managed money works well for things an investor does not know much about.  An example is options trading.  Writing covered …

Interpreting Morningstar’s “Growth of 10K” Graphs

When I had less experience Morningstar’s “Growth of 10K” charts impressed me.  They made mutual fund investing appear to be a lucrative and easy strategy.  Mutual funds are certainly useful.  But the “Growth of 10K” chart should not be the sole basis for decision-making. Morningstar (morningstar.com) is a fantastic source of free data for investors.  I …