Search results “Top municipal bond etfs”
Which Bond Fund ETF Should I Invest In? Vanguard Long-Term Bond Funds ETFs With High Yields!
2018 Vanguard Long-Term Bond Fund ETF's With High Yields! Which Vanguard Bond fund should invest in? Learn about the best Vanguard dividend funds (Index Fund ETF's) Find out about the 4 top performing Vanguard Bond ETF funds available through Vanguard. The spreadsheet in the video can be downloaded here: Dropbox link: https://www.dropbox.com/s/ky22y2y0lt8ru0a/Top%204%20performing%20Vanguard%20bond%20funds%202018.xlsx?dl=0 or http://moneyandlifetv.com/downloads Video Outline and Time Stamps so you can quickly jump to any topic: • Vanguard Extended Duration Treasury ETF (EDV) - 1:22 • Vanguard Long-Term Bond Fund ETF (BLV) - 5:25 • Vanguard Long-Term Corporate Bond Fund ETF (VCLT) - 7:34 • Vanguard Tax Exempt Bond Fund ETF (VTEB) - 9:05 • Vanguard bond fund etf comparison - 11:38 • Bond Fund Pros and Cons (Bond Risks, etc) - 12:10 In this very detailed review you will learn about the four Vanguard Long-Term Bond Funds Etfs (Index Funds) available to invest in. The four Vanguard Long-Term Bond Funds 1.Vanguard Extended Duration Treasury ETF (EDV) 2. Vanguard Long-Term Bond Fund ETF (BLV) 3. Vanguard Long-Term Corporate Bond Fund ETF (VCLT) 4. Vanguard Tax Exempt Bond Fund ETF (VTEB) Check out some of our other videos and playlists here: ♦ Investing in the stock market!: https://goo.gl/yVAoES ♦ Save money, budget, build wealth and improve your financial position at any age: https://goo.gl/E97nJj ♦ Learn more about how federal income taxes work: https://goo.gl/D1hCX1 ♦ Ways to improve your life at any age: https://goo.gl/uq72bu Subscribe for our future weekly videos. New videos typically every Sunday or Wednesday. Do not forget to help out a friend and share this information with them as well. About me: I'm passionate about helping people build wealth by learning more about personal finances, investing and taxes. My mission is to help people improve their financial position career and life. I also enjoy teaching others about the accounting profession, tech tips, and helping people overcome challenges in their everyday life as well as their career. You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/ ***Disclaimer*** All of the information in this video is presented for educational purposes only and should not be taken as financial, tax, or investing advice by any means. I am not a financial adviser. Although I am a CPA I cannot advise someone for tax purposes without knowing their complete tax situation. You should always do your own research before implementing new ideas or strategies. If you are unsure of what to do you should consider consulting with a financial adviser or tax accountant such as an Enrolled Agent, or Certified Public Accountant in the area in which you live. Thanks for taking time to check out this video, and our channel. Have a great day and we will see you in the next video!
Views: 7569 Money and Life TV
3 Rules for Investing in Bond ETFs
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: 11710 Wall Street Journal
Why to consider municipal bond ETFs
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: 161 Mark Bruno
Tax Free Municipal Bonds | BeatTheBush
Tax-free municipal bonds is a useful tool in creating more tax free income. Buying this very special type of asset class allows the dividends you get to be tax free. If you are in a high tax bracket, then these types of bonds is ideal as compared to earning dividends on the free stock market. Support more videos like this along with getting a bunch of perks here: http://www.patreon.com/BeatTheBush Get a free audiobook and 30-day trial. Even if you cancel, you still keep the book and you still support my channel for signing up. Support my channel by signing up to help me make more videos like this: http://www.audibletrial.com/BeatTheBush ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Credit Card for Starters Who Should NEVER Get a Credit Card: https://youtu.be/aNYZkMgTyb0 Only Use Credit or Only Use Debit: https://youtu.be/J0ZRgBIG39Q Credit Card Basics How Credit Card Calculates Interest: https://youtu.be/0Z2nWQdqa2A How Credit Card Grace Periods Work: https://youtu.be/8WuH3-PsjCA Difference Between Credit Card Inactivity and 0% Utilization: https://youtu.be/rtfJMZf_IrM Credit Card Statement Closing Date vs. Due Date: https://youtu.be/3-knvT7JbTk Does Canceling Credit Cards Affect Credit Score: https://youtu.be/jYGZukw5i-Q Can You Afford a No Limit Credit Card: https://youtu.be/sdAh7hzgJoU Credit Card Balance Transfer Hack: https://youtu.be/F2Foqg2ZTEw Credit Score Less Than 700 Maximize Credit Score while in College: https://youtu.be/pxGECoQoLLA Build Credit Fast with a $500 Credit Limit: https://youtu.be/attQKzngqoE How to Pay off Credit Card Debt: https://youtu.be/XY8YSPapnF8 How to Build Credit with Bad Credit or No Credit [w/ Self Lender]: https://youtu.be/RNXutBGAnlM How to Boost Your Credit Score Within 30 Days: https://youtu.be/LyBjciz4-zg Credit Score More Than 700 How to Increase Credit Score from 700: https://youtu.be/MCFKNBcyAWs 740+ is Not Just For Show: https://youtu.be/1fGcpxurzgU My Credit Score: 848, How to get it Part 1: https://youtu.be/dEZLZQXRBjQ My Credit Score: 848, How to get it Part 2: https://youtu.be/Y6-SB35C7Pc My Credit Score: 848 - Credit Card Hacks and How I got it: https://youtu.be/8Xz3hi3VWfM Advanced Credit Card Tricks How to get a Business Credit Card: https://youtu.be/S3srld5_l5Y Keep 16 Credit Cards Active: https://youtu.be/yAzkEK8Y6E8 Rejected for a New Credit Card with 826 Credit Score: https://youtu.be/66O505Oj5e4 Make Credit Cards Pay You Instead: https://youtu.be/wKMJdX1fQJA Credit Card Low Balance Cancellation $2 per mont [Still Works]: https://youtu.be/2DJjfvcMCcg Cash Back Are Credit Card Points Taxable?: https://youtu.be/Tw90h8I5JNk How to Churn Credit Cards: https://youtu.be/uw__fl38Dk4 Best Cash Back Credit Cards for 2017: https://youtu.be/e_uJweUsiDk 5% Cash Back on Everything: https://youtu.be/q9g_rySm_tI Always get 11% Off Amazon Gift Cards and Amazon Hacks: https://youtu.be/vbv6Rj2uUr4 Max Rewards: What's in My Wallet: https://youtu.be/cmJDFcbjFho How I Make 200 Dollars in 10 Minute [Hint: Credit Card Bonus]: https://youtu.be/pegq4G7ZhTI When Your Best Cash Back Card Gets Cancelled: https://youtu.be/pe7OuqxGi9M Amex Blue Cash Preferred vs. Everyday Effective Cash Back on Groceries: https://youtu.be/3ezD_QwS5e0 Double Dip Groceries Cash Back with Safeway Just for U: https://youtu.be/7kBl0W_L29U Milk the Barclays Cashforward Card for the MOST Cash Back: https://youtu.be/qf2gvrk6Evo This Channel: BeatTheBush I've obtained a high credit score of 848 out of 850 and I am glad to share the knowledge for everyone. Since 3 years ago, I've started making numerous videos that helped people increase their credit score that are free and accessible to all. Please enjoy my channel. Other Channels: BeatTheBush DIY: https://www.youtube.com/BeatTheBushDIY
Views: 14160 BeatTheBush
Consider These Municipal Bond ETFs
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: 105 ETFs
3 Steps to Easy Bond Investing [Market-Proof Your Portfolio]
Stop missing out on your best opportunity for cash flow and safe returns. Learn the secret to investing in bonds and get started now with Step-by-Step Bond Investing https://amzn.to/2MqKE5d Bond investments are way underrated by investors with less than 2% of investors holding any fixed-income at all in their portfolio. That’s despite the fact that bonds provide rock-solid cash flow and safe returns compared to stocks. In fact, bonds have actually beaten the return on stocks during the last decade. Now I love investing in stocks just as much as the next person and I’m not saying you should ditch equities but bonds is going to be the secret asset you add to your portfolio that helps reach your financial goals. I’m going to walk you through three steps to investing in bonds to protect your money while still producing that return and I’ll show you how to find bonds in which to invest on any online site. I’m then going to share my favorite bond investing strategy, something that will make all this super easy so make sure you stick around to the end of the video. From explaining the basics of bond investing to giving you tips for investing in bonds, this video will give you all the tools to diversifying your portfolio and creating consistent returns even in a bear market. - Why bond investing could be the smartest investment decision you make - Stocks vs Bonds: how bond returns actually beat stocks - What happens to bonds when interest rates rise - 3 Steps to investing in bonds - How to pick bond investments and a fixed-income strategy for consistent cash flow SUBSCRIBE to create the financial future you deserve with videos on beating debt, making more money and making your money work for you. https://peerfinance101.com/FreeMoneyVideos Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps. #investing #stocks #investment
Individual bonds vs. bond funds
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: 13642 Vanguard
How active bond ETFs can outperform the market
Actively-managed bond ETFs can often outperform their benchmark index. Jerome Schneider, PIMCO managing director, explains how. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 632 CNBC Television
Advantages of Investing in Municipal Bonds
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: 10091 Edspira
Muni CEFs “Opportunities & Risks”
Longtime investment professional Maury Fertig of Relative Value Partners shares his perspective on “opportunities and risks” in the municipal bond closed-end fund sector.
Before You Invest In a Bond Fund/ETF, Know This
Understand the difference between a bond fund's 30 day SEC yield and its 12 month yield The difference could amaze you! ================================ If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 My Amazon Product page: https://www.amazon.com/shop/heritagewealthplanning Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! https://bit.ly/2Gq1QsE Contact me: [email protected] GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 State by State Tax Guide For Retirees: https://amzn.to/2A1TmkH GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Fixed Income Investing in a Rising Rate Environment
Watch this webinar to learn about opportunities in fixed income investing in a rising interest rate environment. In the recording of the live webinar, Alex Etzkowitz, senior associate in the Investment Research and Strategy department at Gurtin Municipal Bond Management, shares details about: • Whether the Fed anticipates increasing their fed funds target rate over the next year and beyond • Words of caution about speculating about interest rate hikes from past Fed chairs, Bernanke and Yellen • How professional forecasters have fared in predicting interest rate movements, historically • What interest rate risk is • Definitions of Macaulay duration, modified duration, and effective duration • How duration is used to measure interest rate sensitivity • Examples of duration in Treasuries versus in municipal bonds • Tactical and strategic approaches to duration exposure • Potential downside risks to certain approaches, namely, market price risk and reinvestment risk • Why fixed income investors should not fear duration • Instead, why municipal bond investors should match their investment horizon and volatility appetite to duration • The beauty of investing in laddered municipal portfolios when rates are expected to rise • Gurtin strategies that protect against volatility even in a rising interest rate environment If you would like to learn more about opportunities for fixed income investing when rates are expected to rise, please contact us by emailing [email protected] or by calling 858-436-2200. See important related disclosures: https://www.gurtin.com/disclosures/.
BulletShares Target-Date Bond ETFs to Hedge Rising Rate Risk
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: 356 ETF Trends
Best High Yield Bond Funds/ETFS - Are they a good investment?
Buying stocks or ETFS that produce ever growing dividends is one of my favorite ways to create passive income. The best investors in the world built wealth buying fairly valued, quality stocks & holding them forever & watching the dividends explode! Today we are changing it up & looking at 3 High Yield Bond Funds. Are they safe? Is it worth the risk? Do they provide long term income? iShares U.S. High Yield Bond Index (HYG) PIMCO 0-5 Year High Yield Corporate Bond Index (HYS) Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) SING UP TO M1FINANCE TO BUY & SELL STOCKS & ETFS https://mbsy.co/smLQh MY FAVORITE BOOKS ON INVESTING The Intelligent Investor: The Definitive Book on Value Investing: https://amzn.to/2W6HCrs MONEY Master the Game: 7 Simple Steps to Financial Freedom https://amzn.to/2WbpvRb The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns: https://amzn.to/2Tauobc Audible – Audiobooks & Originals for Android: https://amzn.to/2UTNC5I DISCLAIMER: It's important to note that I am not a financial adviser and you should do your own research when picking stocks to invest in. These are just some of my viewpoints, by no means would I recommend watching one YouTube video and then immediately buying that stock. This video was made for educational and entertainment purposes only. Consult your financial adviser.
Views: 237 Money Games
Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain
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: 7439 WealthTrack
How to Buy Bonds and Bond ETFs with Fidelity
In this video i show you how to buy bonds through fidelity's trading platform. If you are a beginner you may want to look into bond etfs because there are easier to buy. Typically if you want to buy a bond, you have to purchase a minimum amount. There are all kinds of different bonds such U.S. treasury bonds, corporate bonds, municipal bonds. Also make sure to check the coupon rate versus the yield. If the coupon rate is higher than the yield, the bond will be sold at a premium. Vice versa, if the coupon rate is lower than the yield, the bond will sell at a discount.
Views: 1729 Erick Vazquez
5 Popular Municipal Bond ETFs in 2016 (MUB, SHM)
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Exchange-traded funds (ETFs) composed of national municipal bonds allow investors to generate interest on their fixed-income allocations that is exempt from state taxes and, in some cases, the alternative minimum tax (AMT) as well. The following is a summary of the five most popular national municipal bond ETFs for 2016, ranked by assets under management (AUM), as of March 4, 2016. iShares National AMT-Free Muni Bond As the largest municipal bond ETF with AUM totaling $6.23 billion, the iShares National AMT-Free Muni Bond (NYSEACRA: MUB) manages its investment-grade portfolio to ensure an exemption from both AMT and state taxes on income generated by the fund. In addition to being the largest national municipal bond ETF, the fund’s average daily dollar volume of $56.83 million, based on the last 45 trading days, is almost three times that of the second most active ETF in the category. The fund’s portfolio is also the most diverse in the category, with 2,891 holdings. Like the other four ETFs in this group, municipal bonds from California represent the largest percentage of the portfolio, followed by municipal bonds from New York. The weighted average maturity for bonds in the portfolio is 14.06 years, with duration of 6.3. The fund's expense ratio is 0.25%, and the distribution yield is 2.49%. Over the last five years, the fund has benefited from the relatively long average maturity of bonds in the portfolio, with an annualized return of 5.03%. The SPDR Nuveen Barclays Short-Term Municipal Bond ETF With a portfolio composed of debt with maturities of less than five years, the SPDR Nuveen Barclays Short-Term Municipal Bond ETF (NYSEACRA: SHM) combines low interest rate sensitivity with the credit safety of bonds that have a minimum rating by Moody’s of Aa3, or by Standard & Poor’s of AA-. As a result, the fund has drawn the interest of risk-averse investors, evidenced by its AUM of $2.92 billion. Limited interest rate sensitivity is the result of the fund’s 2.8 duration and a weighted average maturity of 4.21 years for the 256 positions in the portfolio. The fund has a distribution yield of 0.91% and the lowest expense ratio of the five largest national municipal ETFs at 0.2%. Its annualized five-year return is 1.57%. The Market Vectors High-Yield Municipal ETF The Market Vectors High-Yield Municipal ETF's (NYSEACRA: HYD) combination of high-yield debt and long maturities puts it at the opposite end of the safety spectrum from the SPDR Nuveen Barclays Short-Term Municipal Bond ETF. Despite its elevated risk profile, the Market Vectors ETF’s appeal to investors has resulted in liquid trading, with average daily dollar volume of $18.37 million and AUM of $1.94 billion. The fund has several metrics that are the highest in the top five ETFs, including its weighted average maturity of 20.83, duration of 8.3, an expense ratio of 0.35% and a distribution yield of 4.73%. The fund has also been the best performer out of the five
Views: 25 ETFs
The Largest Bond ETF Is On Track For Its Worst Year In History | Trading Nation | CNBC
As rates rise, the Core U.S. Aggregate Bond ETF is tracking for its worst year since its inception in 2003. Charlie Bilello of Pension Partners discusses with Sara Eisen. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC The Largest Bond ETF Is On Track For Its Worst Year In History | Trading Nation | CNBC
Views: 2049 CNBC
ETFs & Tax Efficiency: What Investors Need to Know
ETFs are more tax efficient than mutual funds due to the way they are structured. However not all ETFs are tax smart. zacks.com zacks.com/ultimate
Views: 341 ZacksInvestmentNews
Do Treasury Bond ETFs Deserve a Place in Your Portfolio?
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: 1446 ZacksInvestmentNews
Top 5 Bond ETFs for 2017
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: 66 ETFs
Municipal bonds and your portfolio
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: 6671 Vanguard
🔴Should I Move Out of Stocks and Into Tax Free Municipal Bonds. The Stock Market is Dropping
Why Not Just Put My Stocks into a Tax Free Municipal Bond and Collect 5% for 20 Years. Tax Benefits of Municipal Bonds First, and most important, the interest income is exempt from federal income tax. For example, if you earn a 4% return on a taxable investment and you are normally in the 25% bracket, your after-tax return is only 3%. Even worse, it declines to 2.42% for someone in the current top 39.6% bracket. Conversely, a tax-free municipal bond yielding 4% is the equivalent of a taxable bond yielding (not counting other investment characteristics) 6.62% for a top-bracket taxpayer. What are Municipal Bonds? Municipal bonds are debt instruments issued by city and local governments. They are normally used to raise money for capital investment in local projects such as schools, streets and highways, bridges, hospitals, public housing, and utilities. Types of Municipal Bonds Municipal bonds are generally issued as one of three types of debt obligation: General Obligation (GO) Bonds repay based on the “full faith and credit of the issuer” and are considered the most secure type of bond, carrying the lowest interest rate. Revenue Bonds repay from a specified future stream of income, such as a utility or payments from customers or tenants. Assessment Bonds obligate repayment from property tax assessment within the municipality. Advantages Free from Federal Taxes. Free from State and Local Taxes. Tax Advantaged Compound Growth and/or Income. Lower Volatility Than Stocks (Fixed Income Assets). High Level of Liquidity. Disadvantages Bond Yields May Not Beat Inflation. Interest Rate Risk. Risk of Default and Loss of Capital.
Views: 432 Wisdom Investor
5 Mistakes Investors Make with ETFs | Fidelity
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: 218366 Fidelity Investments
The Top 10 High-Grade Bond ETFs for 2016
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Investment-grade bonds, also known as high grade, are considered to have a very low risk of default on behalf of the issuer. This additional safety helps preserve capital investments but comes at the expense of lower returns than other riskier securities. Investors often use high-grade bonds during times of economic uncertainty or to produce reliable, steady income flows. The following ETFs each comprise portfolios of bonds falling between AAA and AA credit quality, though the maturities and style of debt instruments can vary significantly. Vanguard Short-Term Bond ETF Issuer: Vanguard Assets Under Management (AUM): $17.04 billion 2015 Year-to-Date (YTD) Performance: 1.10% Yield: 1.39% An immensely cheap and liquid ETF, the Vanguard Short-Term Bond Fund (NYSEARCA: BSV) invests in high-grade corporate and international USD-denominated bonds with one- to five-year maturities. Its tracked index is market-value adjusted and tends to have longer maturities than many of its contemporaries, which adds some exposure to interest rate risks. The portfolio is large, with more than 2,100 individual holdings, and trades very easily for both block traders and individual investors. Sixty percent of these holdings are U.S. Treasuries, with significant holdings by industrial and financial institutions as well. Market Vectors Intermediate Municipal Bond ETF Issuer: Van Eck AUM: $1.24 2015 YTD Performance: 2.75% Yield: 2.31% The Market Vectors Intermediate Municipal ETF (NYSEARCA: ITM) is nicely positioned for income investors in 2016 and beyond. The first reason is it is tax-exempt, which is always a plus in the fixed-income space. A second important reason is the slight slant toward shorter maturities than other intermediate-bond ETFs, which depresses interest rate sensitivity. Third, ITM trades with thin spreads and moderate all-in costs. iShares Core U.S. Credit Bond ETF Issuer: BlackRock AUM: $832.52 million 2015 YTD Performance: -0.23% Yield: 3.23% Of all the investment-grade ETFs available to American investors, the iShares Core U.S. Credit Bond ETF (NYSEARCA: CRED) presents the widest swath of possible investment options. Its underlying index, the Barclays U.S. Credit Bond Index, can hold sovereign, local, supranational, international agency and corporate debt. The only qualifiers are that debts be rated as investment grade and be denominated in U.S. dollars. Costs are low and the fund's duration is under seven years, at least as of December 2015. With 2,500 holdings, CRED has an even bulkier portfolio than BSV. Yields are not overly impressive compared to competitive funds, but the international exposure and efficient operations more than counterweight that weakness. iShares National AMT-Free Muni Bond ETF Issuer: BlackRock AUM: $5.74 billion 2015 YTD Performance: 2.05% Yield: 2.52% Another of the numerous high-grade funds from BlackRock, the iShares National AMT-Free Municipal Bond ETF (NYSEARCA: MUB) is a very popular and tax-efficient inv
Views: 6 ETFs
Peter Hayes of BlackRock talks investing in municipal bonds
Peter Hayes of BlackRock Municipal Bonds Group breaks down the pros and cons of investing in municipal bonds. Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb About Yahoo Finance: At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. Connect with Yahoo Finance: Get the latest news: https://yhoo.it/2fGu5Bb Find Yahoo Finance on Facebook: http://bit.ly/2A9u5Zq Follow Yahoo Finance on Twitter: http://bit.ly/2LMgloP Follow Yahoo Finance on Instagram: http://bit.ly/2LOpNYz
Views: 348 Yahoo Finance
How To Invest In BONDS With Robinhood (SAFEST Investment)
In this video, I talk about bonds, and how you can invest in bonds with Robinhood through ETF's. I'll also go into depth on different types of bonds. Bonds are a much safer investment than stocks. I hope you all learned something new or at least got some new ideas from my video. I would appreciate support with likes and feel free to subscribe for future helpful videos on investing. If you don't have a Robinhood account to trade stocks I would definitely recommend you start with Robinhood. It's a really easy app to use and it's available on iOS and Android. BY THE WAY: For LIMITED TIME ONLY If you want a FREE stock to begin your Robinhood portfolio you can use my link http://share.robinhood.com/jasonl1045 You will only get the free stock if you use my link and you do NOT have a Robinhood account already. You're welcome!
Views: 544 Flaming Profits!
Fundamentals - iShares Global High Yield Corporate Bond ETF
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.
Views: 1284 AJ Bell Investcentre
Expert: Municipal bonds outperform other fixed income during periods of rising rate
Peter Hayes, managing director, CIO and head of Blackrock's Municipal Bond Group, discusses whether the fear of rising rates will push investors to buy into municipal bonds. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 400 CNBC Television
Consider an Alternative Bond ETF Strategy to Limit Interest Rate Risk
The Federal Reserve has tightened its monetary policy as it gradually hikes interest rates to head off a potentially overheating economy. While rising rates can weigh on fixed-income portfolios, bond investors may look to interest rate-hedged exchange traded fund strategies to generate the same level of yields they are accustomed to and limit rate risk. "Fixed income has a much more direct correlation to what's happening with respect to rates, and really 2018 has been a difficult environment for fixed-income investors," Kieran Kirawn, Senior Investment Strategist for ProShares, said at the Charles Schwab IMPACT 2018 conference. Fixed-income investors who are looking for strategies in a rising rate environment could look at specialized strategies designed for hedging against rising rates. For example, the ProShares Investment Grade-Interest Rate Hedged ETF (Cboe: IGHG) and ProShares High Yield Interest Rate Hedged ETF (Cboe: HYHG) are two rate hedged ETF strategies that try to eliminate the rising rate risks. The two rate-hedged bond ETFs achieve their diminished rate-risk status by shorting Treasury notes so that the underlying portfolio shows a near-zero duration – duration is a measure of sensitivity to changes in interest rates, so a zero duration translates to no sensitivity to changes. Read more at https://www.etftrends.com/rising-rates-channel/consider-alternative-bond-etf-strategy-limit-interest-rate-risk/.
Views: 79 ETF Trends
Are These Bond ETFs the ‘Next Generation’ in Fixed Income Investing?
Many of the fixed income ETFs on the market today are great, but BulletShares could be the next step in their evolution. Find out why these ETFs might be better choices for some investors in this week’s podcast. Please pick a time stamped topic below: (0:45) - BulletShares Lineup (3:05) - Use The BulletShares Approach In Your Own Personal Portfolio (6:10) - What Happens When a Fund Closes Down? (9:35) - How Much Does Sector Breakdown Change From Year to Year? (11:45) - What's Next For BulletShares (14:05) - Why The Name BulletShares? (15:10) - Episode Roundup: [email protected]
Views: 117 Zacks Podcasts
68: Municipal Bonds, How Insiders Scale Their Tax Free Income
Michael Foster, the ‘CEF Professor’ from Contrarian Outlook, joins us for another episode to explain how to use municipal bonds to scale your tax-free income. During this episode, you’ll find out how to buy municipal bonds, determine if you should buy an individual muni bond, and understand the risk levels of the entire process. You’ll learn how a municipal CEF operates, what tools to use, and how interest rates impact closed end funds. Listen to the end to hear Michael’s top three muni funds and what Sam and Johnny Invest into themselves. Full Show Notes - http://investlikeaboss.com/ilab-68-municipal-bonds-insiders-scale-tax-free-income/ Links: Contrarianoutlook.com - https://contrarianoutlook.com/ The CEF Newsletter - https://contrarianoutlook.com/secure-fast-gains-cefs/WEB1 Where are we: Sam/Michael – Bangkok Johnny – Ukraine Recommended: Link to the newsletter: CEF Insider - https://contrarianoutlook.com/secure-fast-gains-cefs/NR-ILAB0817CEFI 2 Recent Articles on Municipal Bonds: The Shockingly Common Mistake That’s Costing You Thousands - https://contrarianoutlook.com/the-shockingly-common-mistake-thats-costing-you-thousands/ These 6%+ Yielders Are a Screaming Bargain - https://contrarianoutlook.com/these-6-yielders-are-a-screaming-bargain/ The muni funds recommendations discussed: Neuberger Berman New York Intermediate Municipal Fund (NBO) Nuveen New Jersey Quality Municipal Income Fund (NXJ) Pioneer Municipal High Income Trust (MHI) CEFconnect.com - https://www.cefconnect.com/ Discussed: ILAB 63 – Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster - http://investlikeaboss.com/ilab-63-talking-cefs-9-9-yield-cef-professor-michael-foster/ Try FreshBooks Free - https://freshbooks.com/invest Books: Start Here – Recommended Reading - http://investlikeaboss.com/start-here/ Time Stamps: 06:09 – Are muni bonds boring? 07:27 – Why others invest in muni bonds? 09:01 – Tax considerations 10:02 – Three ways to buy municipal bonds 10:40 – Should you buy an individual muni bond? 13:00 – How does a municipal CEF operate? 15:25 – Average cap size 17:10 – Close end funds and rising interest rates 23:03 – Market trends and sell off 25:15 – Tools, software, and historical returns 26:59 – What is the risk level? 27:06 – Default rates 29:29 – California, New Jersey, Illinois 34:46 – Should you worry about fees? 38:55 – Recommended muni funds 48:42 – Investing in muni bonds 57:36 – Wealthfront investments If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! - http://investlikeaboss.com/bonus/ Copyright 2017. All rights reserved. Read our disclaimer here.
Views: 2276 Invest Like a Boss
How the Oil Crash Hit the Junk Bond ETF Market
A panic is brewing is the high yield bond market thanks to low oil prices. That is because crashing oil prices is forcing many investors to reevaluate their energy bond holdings, leading to sell-offs. But is this the only thing high yield investors should be worried about and is the space actually well-positioned for gains? Eric Dutram takes a look at a few ETFs in the space and discusses the recent trading in the market to help investors get a better handle on the situation. He also gives investors a few options on how to avoid the slump, and areas to watch out for in this increasingly in-focus corner of the fixed income world. ISHARES IBOXX $ HIGH YIELD CORP BOND: http://www.zacks.com/funds/etf/HYG/profile?cid=cs-youtube-ft-card SPDR BARCLAYS HIGH YIELD BOND ETF: http://www.zacks.com/funds/etf/JNK/profile?cid=cs-youtube-ft-card MARKET VECTORS HIGH-YIELD MUNICIPAL ETF: http://www.zacks.com/funds/etf/HYD/profile?cid=cs-youtube-ft-card SPDR NUVEEN SP HIGH YIELD MUNI BOND: http://www.zacks.com/funds/etf/HYMB/profile?cid=cs-youtube-ft-card FIRST TRUST TACTICAL HIGH YIELD ETF: http://www.zacks.com/funds/etf/HYLS/profile?cid=cs-youtube-ft-card ADVISORSHARES PERITUS HIGH YIELD ETF: http://www.zacks.com/funds/etf/HYLD/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: 886 ZacksInvestmentNews
Capturing Housing Appreciation through Muni Bonds
The U.S. housing market offers attractive opportunities for muni bond investors but a rigorous top-down investment process and a robust credit selection team are the keys to finding the right bonds at the right price. For additional municipal bond market insights, resources and strategies, please visit: https://pimco.com/munis Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia
Views: 1041 PIMCO
Muni Bonds- Guaranteed Returns, Tax Free
Are you looking for ways to decrease the taxes you owe on investment returns? What about earning guaranteed returns tax free? Muni bonds, formally known as municipal bonds, are debt issued by cities, states, or other municipal entities, to fund projects. Tax free muni bonds are one of the only investments that offer guaranteed returns, usually paid twice yearly. Interest earned through municipal bonds is federally tax free and state tax free for residents of that state. So if you are a California resident who buys a California municipal bond or bond fund, you avoid both federal and state income taxes on all interest you earn from that bond. If you enjoyed this video, please be sure to LIKE and SUBSCRIBE! For more tips, tricks, and resources to help improve your financial well-being, connect with Jordan on his website at https://moneyanswers.com and on Social: Twitter: @GoodmanJord or Facebook: jordan.goodman.7796
Views: 74 Money Answers TV
Understanding Bond ETFs
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: 278 Ila Damog
What causes bond ETF premiums
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: 1517 Vanguard
🔴Bonds vs Bond Mutual Funds.  Develop a Portfolio for Income
Bonds vs Bond Mutual Funds. Develop a Portfolio for Income. Understanding bonds and bond mutual funds. Subscribe to our channel https://youtu.be/Ye2ijkO6LQ4 😃 👍 Thank you for a Thumbs Up Who are we? The Wisdom Investor is all about providing valuable information and education to help you accumulate a nest egg for retirement. People of all ages can benefit from our videos. We want to help you build your financial wealth. You can build your financial wealth by saving, investing and managing your expenses. In addition we cover topics like Social Security, debt, housing, expenses, withdrawing money, health care, tax strategies, exercise and where to live. Website http://www.wisdominvestor.com Planning for Retirement http://www.wisdominvestor.com/weekly.htm Investing ETF Funds http://www.wisdominvestor.com/market.htm Contact [email protected] These People Will Not Get Social Security https://youtu.be/_7V6Xzqum0o 50 Years old and No Money for Retirement https://youtu.be/TL2AOm-qAmM How Much Income with 400,000 Savings? https://youtu.be/bezM82g_ltk $300,000 by 65 How Much Income Will I Have in Retirement? https://youtu.be/LH0ekQDn4o8 $400,000 At 55 Years Old and Retire Early https://youtu.be/jdttmBH9mLA Should I Take Social Security at 62? https://youtu.be/AYiMziBnBis Financial Independence in 12 Years https://youtu.be/C1__3PTRAGA Build a Stream of Income https://youtu.be/Vi_kgQ9NvfQ How to Have More Money https://youtu.be/Vi_kgQ9NvfQ How Much Social Security If I Make $50,000 https://youtu.be/vDtInklwmfM How Much Money to Save For Retirement https://youtu.be/ZOgkLUyZ5kI Will My Income Last During Retirement? https://youtu.be/tIFA_y20Kko Dividend Investing with Stocks and ETF's https://youtu.be/JVOD7zli8uI Expenses During Retirement https://youtu.be/UuYPrW2t39I How to Get Out of Credit Card Debt https://youtu.be/OnL1-lVmMZQ Should I pay off my mortgage? https://youtu.be/vzmPKj2gE_I When to Buy Stocks https://youtu.be/yg09pAwcadU Technical Indicators for Buy Signal - https://youtu.be/9JVokot0-SA
Views: 74 Wisdom Investor
Bonds 101: Why Own Bonds, Bond ETFs
While bonds do not typically generate the excitement of stocks, they are a no less important part of your portfolio. We explain the key reasons to own bonds and discuss potential benefits of bond ETFs. Also, Matt Tucker, Head of iShares Fixed Income Strategy, offers his perspective on the current bond market, discusses individual bonds versus bond ETFs, and spotlights several iShares bond ETFs including AGG, TIP, & FLOT. http://etfstore.com/the-etf-store-show/
Views: 846 The ETF Store
What 4.1% U.S. Economic Growth Means to Muni Bonds
Aug.01 -- Jeffrey Lipton, head of muni research and strategy at Oppenheimer, discusses the impact of 4.1 percent U.S. economic growth on state credit and municipal bonds. He speaks with Bloomberg's Taylor Riggs in this week's "Muni Moment" on "Bloomberg Markets."
Muni-Bond Watch: Changing Rules, Rising Rates
Rising rates, new regulations, and low supply are among the top trends in the muni bond market.
Views: 45 Lord Abbett
Three Types Of Tax-Free Accounts- Muni Bonds Still Taxable?
Jay Peak discusses the different types of Tax-Free investment options. For more information call: (844) Jay-Peak Visit us online at: http://www.peakfinancialcorporation.com
Vanguard Short Term Government Bond ETF
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: 843 Why Invest In
Municipal Bonds Offer safe Low Risk Long Term Opportunity
99 Alternatives - Municipal Bonds Offer safe Low Risk Long Term Opportunity
Views: 15 99 Alternatives
2018 Outlook: Municipal Bonds
Recorded 11/29/2017
Views: 584 Eaton Vance
S&P Capital IQ Trends & Ideas: Director of Exchange-Traded Fund (ETF) & Mutual Fund Research Todd Rosenbluth joins Isabelle Sender, S&P Capital IQ Editorial, to discuss a new trend he sees among providers: defined-maturity bond ETFs. To read this and all Trends & Ideas content, please visit www.marketscope.com. Follow us on Twitter at @spmarketscope for more Trends & Ideas, ranking changes and investment strategies.
Bond investing in challenging times: Bonds and your portfolio
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: 6968 Vanguard
A Boffo First Quarter for Bond ETFs
https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do The first quarter brought another record for exchange-traded funds (ETFs) in terms of new assets added, topping the previous record set in the fourth quarter of 2016. In the U.S., the world's largest ETF market, just one bond fund was among the first quarter's top 10 asset-gathering ETFs, but fixed income ETFs are gathering new assets at a rapid pace. On a global basis, bond ETFs added $44.5 billion in new assets in the first three months. In the U.S., that surge was led by the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD). LQD, the largest investment-grade corporate bond ETF, added $3.36 billion in new assets in the first quarter, a total surpassed by just seven other ETFs. Despite a rate hike, U.S. investment-grade credit saw strong demand on the back of positive economic data. The sector saw $14.4 billion of inflows, said BlackRock, Inc. (BLK) in a recent note. (See also: Bond Funds Expected to Fuel Growth.) In a sign that investors were comfortable betting that inflation is on the rise, bond ETFs holding Treasury Inflation Protected Securities (TIPS) were also popular in the first quarter. According to Investopedia's definition, TIPS are U.S. government debt that is indexed to inflation in order to protect investors from the negative effects of inflation. TIPS are considered an extremely low-risk investment since they are backed by the U.S. government and because the par value rises with inflation, as measured by the Consumer Price Index, while the interest rate remains fixed. The iShares TIPS Bond ETF (TIP), the largest TIPS ETF in the U.S., added $1.4 billion in new assets in the first quarter. Continuing the trend from the end of last year, investors continue to use inflation-linked exposures such as Treasury Inflation Protected Securities (TIPS) to protect portfolios against potential increases in inflation. TIPS ETFs globally attracted $3.6 billion in flows during the first quarter, said BlackRock. (See also: Top 5 TIPS ETFs.) While investors enjoy the relative safety of ETFs such as LQD and TIP, there is still strong demand for yield, and that is stoking inflows to emerging markets bond ETFs. Following the U.S. election, emerging market bond and equity ETFs saw large outflows driven by concerns over a rise in protectionism. This year, that situation has reversed, with flows intensifying over March, reaching $15.6 billion inflows for the quarter, according to BlackRock. The iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB), the world's largest emerging markets bond ETF, saw first quarter inflows of nearly $1.7 billion. EMB has a 30-day SEC yield of 4.6 percent, well above what investors get on Treasuries or investment-grade corporate bonds. (See also: Forget Active, Passive EM Bond ETF Hits $10 Billion in Assets.)
Views: 1 ETFs
Investing Made Easy: BND
How do you get started investing? Our guide to one of the best ETFs is the answer you're looking for. Exchange Traded Funds are the smartest way to grow your money. If you're a beginner investor, this is the best investment you can make. Let's take a look at our recommendation: The Vanguard Total Bond Market Index Fund. Our simple advice is to buy and hold BND; watch the video to learn why. ------------------------------ Send us an email through our link to get a TDAmeritrade promotional offer: https://www.youtube.com/channel/UCOauun2amoqgeLeeP6pk7dg/about 💵 DISCLAIMER The commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any security in particular.
Views: 646 VMCFNN