Sentences with phrase «advice on bond funds»

Not exact matches

Ask your investment advisor or broker to explain their exact professional status, and to detail whether he or she earns a direct commission on any specific stock, bond or fund that winds up in your portfolio based on their advice.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

So if you had taken the advice of the bond doomsayers, say, five years ago and fled to cash to wait things out until bond yields ticked up, you would have likely earned well below 1 % annually on your money vs. an annualized 4 % or so in a broadly diversified investment - grade intermediate - term bond fund.

EDC offers funding, credit insurance, bonds and letters of guarantee for Canadian exporters, as well as expert advice on foreign markets.

What I need is advice on how to make ends meet when most bonds, bank accounts and money market funds only yield a fraction of a percent.

On his advice, Margaret and Ben sold all of their stocks, bonds and mutual funds so that they now hold only cash in a money market fund in their RRSPs.

I often see advice that a retirement savings account should include a combination of stock mutual funds and bond mutual funds, with the relative weights depending on the years to retirement.

We have extensive leveraged finance capability, delivering integrated bank / bond advice to underwriters and issuers, advising a wide range of non-bank investors and funds on all leveraged finance trends, including senior / bridge / bond commitments, private high yield and evolving intercreditor arrangements; as well as on new financing originations, restructuring, refinancing, distressed acquisitions, non-performing loan portfolio acquisitions, private equity and special situations.