Sentences with phrase «as bond alternatives»

This also means that triple net lease REITs, which are often used by yield - hungry investors in a low interest rate environment as bond alternatives, can be thought of as very long - term duration bond proxies.

However, in the spring of 2013, high - yielding stocks, which were basically trading as bond alternatives, got crushed.

So many families have started to take a look at cash - flowing real estate as a bond alternative.

Not exact matches

In other words, because investors can not generate a sufficient return from low - yielding bonds, they turn to stocks as their only alternative.

In an era when the pension liabilities of local governments remain a concern, investors may want to consider the debt offered by established public enterprises — airports and utilities, for example — as an attractive alternative to lease revenue and pension obligation bonds.

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

In fact, despite the added risks and work they entail, many see alternative investments as the perfect antidote to the anemic returns forecast for the broad - based equity and bond markets.

Everybody is familiar with traditional asset classes, such as stocks and bonds, but not everyone is as familiar with alternative and... Read More

The income from these bonds is generally free from federal taxes, although a portion may be subject to state and local taxes, as well as the federal alternative minimum tax (AMT).

A 2014 Standard & Poor's report found that «corporate issuers see green bonds as an alternative financing avenue, offering access to a diversified investor base, plus a means of implementing and maintaining efficiency measures considered environmentally sustainable.»

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio construct.

For investors seeking long - term total returns, primarily in the U.S. Treasury market, with added emphasis on the protection of purchasing power through inflation hedges such as precious metals shares and other bond - market alternatives.

This year, I predict that we'll hear a lot more about smart beta in fixed income as an attractive alternative to traditional passive bond indexes.

You can see that I invest in a mixture of domestic and international stocks bonds, as well as alternative investments.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

@Andrew Would holding short term bond funds such as IGLS UK Gilts 0 - 5 or IS15 Corporate 0 - 5 be an alternative?

Would holding short term bond funds such as IGLS UK Gilts 0 - 5 or IS15 Corporate 0 - 5 be an alternative?

As an absolute - return strategy some consider a source of alternative exposure to bonds, QAI has gained 5 % year - to - date, bringing its total returns since inception to about 30 %.

More important, the earnings yield on the S&P 500 trumps the yields on major alternatives, such as intermediate term bonds and treasury bills.

Both metals, which were used as currency in the previous centuries, have now become investment vehicles, presenting as worthy alternatives to stocks and bonds.

The current market environment may also warrant investors to consider adding alternative investments as part of the rebalancing process, as the risk levels for traditional assets such as stocks and bonds have almost certainly risen.

Private activity bond interest is reported on Line 12 of Form 6251 as an adjustment for calculating the alternative minimum tax.

... Not offering the breast or offering an alternative to breastfeeding like a bottle will not help in this situation and is not recommended as it can affect baby's nutrition and your bonding as well as your milk supply».

Using a sling or carrier can help with bonding and help soothe and calm newborns as well as being an alternative way to transport your baby.

Based on this, it is in the process of developing the first city bond as an alternative financing mechanism for their projects.

Such bonds function as an alternative to direct public financing of housing projects: Since interest income on PABs is tax exempt, investors are willing to buy them at very low interest rates, and this makes it relatively affordable for states, municipalities, and nonprofits to finance housing (and hospitals, infrastructure, and other public works) through the private capital market.

They think the 998 Presidential staffers is the best alternative Ghanaians needed, the use of Vigilante groups to terrorise innocent citizens is what they promised us, issuing of bond without following laid down procedure is what we prayed for, entering into negotiations with nations to establish military bases was what we fasted for, allowing the land to be used as conduit for the propagation of homosexual practice on the continent was what we prayed to God for, market women consulting other gods to support their dying businesses was what we went on our knees for?

The report highlights several alternatives to private bail bonds such as secured bonds, unsecured bonds and partially secured bonds, which judges are allowed to apply towards bail.

If you're feeling frustrated about your options and worried about baby's nutrition and bonding — read this article on breast milk substitutes as healthy alternatives to formula that can be decent options when breast milk is just not an option.

Relaxing as a couple in the same space in alternative ways can essentially be a great factor for a relationship, and can brace the bonds between you.

An alternative to pen and paper, getting kids up and dancing along to the app also provides bonding through learning as it's an activity that parents and children can do together without the stress and frustration of traditional homework.

Restorative justice, or RJ as it is commonly called, is an alternative to punitive discipline that focuses on building positive school climates by creating strong bonds among students and teachers.

Non-traditional bond funds, viewed as an alternative to long - only bond funds and a protective hedge against interest rate increases, have continued to disappoint in the aggregate.

The idea behind asset allocation is that because not all investments are alike, you can balance risk and return in your portfolio by spreading your investment dollars among different types of assets, such as stocks, bonds, and cash alternatives.

So as he synthesizes the themes of the last six or seven years, he comes down to really basic ideas for each chapter: Risk, Return, Stocks, Bonds, Portfolio Management, Does Active Investing Work, ETFs, Global Investing, Alternative Assets, Behavioral Finance, Using Media, and the Lost Decade.

As you increase risk with things like bond funds, stocks and alternative investments your rate of return will go up.

Not only does this mark a new era of investment alternatives from traditional assets like stocks and bonds for investors to use in order to protect against portfolio risks but as investors allocate to commodities in local Asian markets, the futures growth may help standardize the quality of energy and food to make prices less volatile and their environment cleaner.

There are numerous investments to add to your portfolio that can help you accumulate wealth such as investing in common stocks, bonds, dividend stocks, and alternative investments like cryptocurrencies, hedge funds, real estate's among others.

Accrued OID on municipal bonds is also potentially subject to the alternative minimum tax in the same manner as other municipal bond interest.

The Central Government has launched «Sovereign Gold Bonds Scheme» as an alternative to purchasing physical gold.

As an investor, I find that lending through Lending Club can be an interesting alternative to stocks, bonds and other traditional investments.

Over the (very) long run, equities out - perform bonds and cash, as is evident below, but may not be practical alternative to bonds for many investors, because of investment horizon, risk - tolerance, dependence on yield, or all the above.

Cleary, equity based alternative strategies, such as long / short equity, struggled to keep up with the strong rally in March, however, nontraditional bond funds performed well relative to their long - only counterpart (Intermediate Term Bonds).

The income from these bonds is generally free from federal taxes, although a portion may be subject to state and local taxes, as well as the federal alternative minimum tax (AMT).

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

The fund's risk - averse managers, asset allocations, and hedging strategies position it as an alternative to traditional 80/20 % or 60/40 % bond / stock portfolios for conservative or Continue reading →

The first category of bond funds I examined is described by Lipper as alternative credit, but, as you can see in the table, the term unconstrained is also used in the name of several funds.

In tandem, the All Asset funds dialed back risk, as reflected by allocations to «dry powder» asset classes (i.e., short - term bonds, cash equivalents and alternative strategies) of 10.2 % in All Asset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectively.

Box 11 is the portion of Box 10 that qualifies as specified private activity bond interest dividends, which shows the amount subject to the Alternative Minimum Tax.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well