Earn fifteen hours of credit toward your CFP Board CE requirement. See www.bloomberg.com/ce to find out more.
by Stan Richelson, Hildy Richelson
Bonds: The Unbeaten Path to Secure Investment Growth
- Copyright
- Praise For Bonds: The Unbeaten Path to Secure Investment Growth by Hildy Richelson and Stan Richelson
- FOREWORD
- PREFACE
- ACKNOWLEDGMENTS
- INTRODUCTION
- I. CLEARING THE COBWEBS
- 1. BONDS The Better Investment
- 2. THE ALL-BOND PORTFOLIO
- 3. ADOPTING THE ALL-BOND PORTFOLIO A Case Study
- II. BOND BASICS
- 4. THE EVOLUTION OF A BOND From Verbal IOU to Electronic Entry
- 5. THE LIFE OF A BOND How It's Created, Issued, Priced, and Traded
- III. BOND CATEGORIES
- 6. U.S. TREASURY SECURITIES
- 7. U.S. SAVINGS BONDS
- 8. U.S. AGENCY DEBT
- 8.1. Major Debt-Issuing Agencies
- 8.1.1. FANNIE MAE AND FREDDIE MAC
- 8.1.2. FEDERAL FARM CREDIT SYSTEM
- 8.1.3. FEDERAL HOME LOAN BANK SYSTEM
- 8.1.4. FINANCING CORPORATION
- 8.1.5. RESOLUTION FUNDING CORPORATION
- 8.1.6. TENNESSEE VALLEY AUTHORITY
- 8.1.7. FEDERAL AGRICULTURAL MORTGAGE CORPORATION
- 8.1.8. STUDENT LOAN MARKETING ASSOCIATION
- 8.1.9. ADVANTAGES
- 8.1.10. RISKS
- 8.1.11. TAX IMPLICATIONS
- 8.1.12. SPECIAL FEATURES AND TIPS
- 8.2. Key Questions to Ask About Agency Bonds
- 8.1. Major Debt-Issuing Agencies
- 9. U.S. AGENCY and Other MORTGAGE-BACKED SECURITIES
- 10. MUNICIPAL BONDS
- 10.1. Munis: The Opaque Market
- 10.2. Risks
- 10.3. Ratings and Other Security Enhancements
- 10.4. Purchasing Municipal Bonds
- 10.5. Taxes on Municipal Bonds
- 10.6. Tax-Exempt or Taxable Bonds: How to Decide
- 10.7. Taxable Municipal Bonds
- 10.8. Private Activity Bonds
- 10.9. Tax-Exempt Bonds
- 10.10. Checking Prices on Municipal Bonds
- 10.11. Key Questions to Ask About Municipal Bonds
- 11. CORPORATE BONDS
- 11.1. The Big Picture
- 11.2. Key Categories of Corporate Bonds
- 11.3. Corporate Medium-Term Notes
- 11.4. Corporate Retail Notes
- 11.5. Corporate High-Yield Junk Bonds
- 11.5.1. A ROSE BY ANY OTHER NAME
- 11.5.2. THE TRACK RECORD
- 11.5.3. BRAVE BUYERS
- 11.5.4. ADVANTAGES
- 11.5.5. RISKS
- 11.5.6. PRICING INFORMATION
- 11.5.7. SPECIAL FEATURES AND TIPS
- 11.5.8. CORPORATE CONVERTIBLE BONDS
- 11.5.9. ADVANTAGES
- 11.5.10. RISKS
- 11.5.11. PRICING INFORMATION
- 11.5.12. SPECIAL FEATURES AND TIPS
- 11.6. Price-Checking Corporate Bonds
- 11.7. Key Questions to Ask When You're Buying Corporate Bonds
- 12. BOND LOOK-ALIKES
- 12.1. Certificates of Deposit
- 12.2. Key Questions You Should Ask When Buying a Certificate of Deposit
- 12.3. Single-Premium Immediate Fixed Annuities
- 12.4. Key Questions You Should Ask About an Immediate Fixed Annuity
- 12.5. Deferred Fixed Annuities
- 12.6. Key Questions to Ask About a Deferred Annuity
- 12.7. Nonconvertible Fixed-Rate Preferred Stock
- 12.8. Key Questions to Ask About Preferred Stock
- 12.9. Dividend-Paying Common Stock
- IV. OPTIONS FOR PURCHASING BONDS
- 13. HOW TO BUY INDIVIDUAL BONDS A Tool Kit
- 14. BOND FUNDS The Good, the Bad, and the Worst
- 15. BONDS FUNDS A Taxing Matter
- 15.1. Tax-Exempt Funds
- 15.2. Taxable Funds
- 15.2.1. BUY-WRITE FUNDS
- 15.2.2. CONVERTIBLE BOND FUNDS
- 15.2.3. CORPORATE BOND FUNDS: HIGH YIELD (JUNK)
- 15.2.4. CORPORATE BOND FUNDS: INVESTMENT GRADE
- 15.2.5. DIVIDEND-PAYING STOCK FUNDS
- 15.2.6. FOREIGN BOND FUNDS
- 15.2.7. GOVERNMENT BOND FUNDS
- 15.2.8. GNMA FUNDS
- 15.2.9. INDEX FUNDS
- 15.2.10. INFLATION-PROTECTED SECURITIES FUNDS
- 15.2.11. LOAN-PARTICIPATION FUNDS
- 15.2.12. STABLE-VALUE FUNDS
- 15.2.13. STRATEGIC OR MULTISECTOR BOND FUNDS
- 15.2.14. TARGET-DATE FUNDS: ZERO COUPON
- 15.2.15. TARGET-DATE FUNDS: LIFE CYCLE, OR ASSET-ALLOCATION, FUNDS
- 15.2.16. TREASURY BOND FUNDS
- 15.2.17. ULTRASHORT BOND FUNDS
- 16. CHOOSING A BOND FUND
- V. BOND INVESTMENT STRATEGIES
- 17. INVESTMENT PLANNING WITH BONDS How to Design Your Bond Portfolio
- 18. FINANCIAL PLANNING WITH BONDS Case Studies
- 19. MAXIMIZING PROFITS How to Make the Most Money From Bonds
- 19.1. Knowing When to Buy and Sell
- 19.2. Strategies for Deciding When to Sell
- 19.3. Strategies for Finding Bargain Bonds
- 19.4. Strategies for Staying Away From Overvalued Bonds
- 19.5. Strategies for When Interest Rates Are High or Rising
- 19.6. Strategies for When Interest Rates Are Low or Falling
- 19.7. Investing for Tax Advantages
- 19.8. Investing and Risk Tolerance
- 19.9. Strategies for Safe Investing
- 19.9.1. STRATEGIES FOR REDUCING MARKET RISK
- 19.9.2. STRATEGIES FOR REDUCING LIQUIDITY RISK
- 19.9.3. STRATEGIES FOR REDUCING CALL RISK
- 19.9.4. Investing for Income Needs and Financial Goals
- 19.9.5. STRATEGIES FOR SHORT-TERM GOALS
- 19.9.6. STRATEGIES FOR LONG-TERM GOALS
- 19.9.7. STRATEGIES FOR INCREASING INCOME
- 19.10. If You're Starting Out With Less Than $25,000 to Invest
- A. Useful Web Sites
- Earn fifteen hours of credit toward your CFP Board CE requirement. See www.bloomberg.com/ce to find out more.
- About Bloomberg
- About the Authors
-
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