Demographics will drive the ‘new normal’ economy

September 30, 2013

CHICAGO (Reuters) – One of the most difficult terms to understand in long-term investing nowadays is “new normal.”

Three ways to profit from the taper tempest

September 23, 2013

CHICAGO (Reuters) – After the Federal Reserve’s revelation last week that it would not be trimming its bond-buying stimulus program, the storm clouds menacing the stock and bond markets parted.

Five investment lessons from the Lehman Brothers blow-up

September 17, 2013

CHICAGO, Sept 17 (Reuters) – Five years ago I was watching
the world financial system implode after the failure of Lehman
Brothers in real time. Since I’m largely a buy-and-hold
investor, I grimaced while my retirement savings took a
pummeling in 2008-2009.

Why dividend-growing stocks are beating bonds

September 9, 2013

CHICAGO, Sept 9 (Reuters) – With all the angst in the market
lately about rising rates bruising bond prices, where can you
find reasonable income with less sensitivity to interest-rate
movements?

Use convertibles to straddle stock and bond markets

September 3, 2013

CHICAGO, Sept 3 (Reuters) – As bonds that can be converted
into stocks, convertibles are securities that long-term
investors can learn to love.

Another key factor for stock investors to watch

August 27, 2013

CHICAGO (Reuters) – It’s well known that small-company stocks have outperformed large-company stocks in terms of average annualized return since the 1920s, and bargain-priced stocks tend to outperform growth stocks.

Preferred stocks still make sense for yield

August 20, 2013

CHICAGO (Reuters) – Frustrated yield seekers have been drawn to preferred stocks because they offer a several-point yield advantage over most U.S. investment grade bonds, including Treasuries, corporates and municipal bonds.

Will rising rates bring rising stocks?

August 13, 2013

CHICAGO (Reuters) – For years, the conventional wisdom has been that rising interest rates are no friend of the stock market. A combination of higher costs of borrowing and potential inflation can be a one-two punch for companies and consumers.

Dividend darlings can beat S&P 500 index

August 5, 2013

CHICAGO, August 5 (Reuters) – When stock-fund managers beat
the market average, often it’s because of a roll of the dice.
Skill may come into play, but only rarely.

After Detroit, muni bonds are safe, but no slam dunk

July 30, 2013

CHICAGO (Reuters) – Despite the Detroit bankruptcy and record sell-off of municipal bonds this year, most top-quality “munis” are safe to hold.