Sentences with phrase «individual bonds generally»

Buying individual bonds generally is riskier than buying shares of a bond mutual fund or ETF because buying one or a few individual bonds offers little or no diversification.

Not exact matches

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

Just as individuals have their own credit report and rating issued by credit bureaus, bond issuers generally are evaluated by their own set of ratings agencies to assess their creditworthiness.

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

Start - up costs are the one drawback to bonds because individual bonds are generally more expensive than individual shares of stock and financing is not usually offered.

Generally, investing in a diversified mix of stock and bond funds or individual securities is an important part of successful long - term investing.

As individuals normally hold far fewer bonds in their portfolio than bond mutual funds, the chances that a default will result in a large loss for the investor are generally higher for those investing in individual bonds.

Individual investors and financial advisors use bond ETFs because they are generally low cost, tax efficient and easy to trade on an exchange.

A bond ETF could contain hundreds — sometimes thousands — of bonds, making an ETF generally less risky than owning just a handful of individual bonds.

Individual bonds don't generally have options readily available, but exchange - traded bond funds (e.g. NYSE: TIP) may be.

As a large institutional investor, we're able to purchase bonds at prices generally lower than what is available to the average individual investor and then pass on the savings to our shareholders.

For example, the rule generally will not apply if an individual, while holding tax - exempt bonds, takes out a mortgage to purchase a residence rather than selling the bonds to finance the purchase.

Bond mutual funds and bond ETFs are generally considered more easily traded than individual boBond mutual funds and bond ETFs are generally considered more easily traded than individual bobond ETFs are generally considered more easily traded than individual bonds.

While this is also true for individual bonds it's far less transparent and generally harder to find.

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

The Richelsons» prolific writings naturally led to the formation of Scarsdale Investment Group Ltd., a registered investment adviser, which generally limits its activities to the design and supervision of bond portfolios for individual investors.

Individual investors and financial advisors use bond ETFs because they are generally low cost, tax efficient and easy to trade on an exchange.

Just as individuals have their own credit report and rating issued by credit bureaus, bond issuers generally are evaluated by their own set of ratings agencies to assess their creditworthiness.

Generally, you can not invest in stocks or individual bonds with a 403 (b).

When investors purchase individual bonds, those bonds generally have a stated maturity.

An individual bond will generally make semi-annual distributions, where ETFs make monthly distributions.

They generally use a combination of Exchange - Traded Funds (ETFs) and Bond indexes, the exact combination of which is basically dependent upon individual risk tolerance.