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Article
12
Sep 07

Top of the Heap: Money Market Fund Returns

Q. In a recent column you recommended a list of ETFs. I generally agree with the list, and most certainly agree with your criteria. But TIP, the Treasury Inflation Protected Securities ETF, has baffled me for some time. I was interested in it from the beginning, but felt I did not understand it, so I...

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Article
28
Feb 07

Making Bets on a Falling Dollar Isn't Easy

Q: What do you think of foreign bond funds as an investment? What is the thinking behind them -- i.e., are they considered a hedge against a falling dollar? -- L.E., Houston A: The broad idea is that it's a big world out there, with lots of borrowers. Some markets may offer more opportunity than others...

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Article
20
Dec 06

I Savings Bonds are complex but rewarding

Q. In recent years, you have advised your readers that government I Savings Bonds offer a safe and rewarding investment. I bought my first ones in 2000 and have been, until recently, quite pleased with the returns. Currently, the inflation component has suddenly dropped to one percent, and I have not...

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Article
25
Nov 06

Lacy Hunt: Expect lower interest rates

AUSTIN, Texas -- Economist Lacy Hunt takes a measured view of things. That's what economists do, of course, except for the ones on television. But my regular pilgrimage to the offices of Hoisington Investment Management is a mission in grounding -- Hunt will have assembled one of the best economic chart...

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Article
30
May 06

The Inflation Rate Is Uncertain--- But the direction is UP

Call it bad timing. First, the Treasury announces that the interest rate on I Savings Bonds will plummet from 6.73 percent to 2.41 percent, due to an incredibly low inflation rate for the preceding six months--- a mere 1 percent a year. Less than three weeks, later the Bureau of Labor Statistics announces...

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Article
25
May 06

Did the Treasury Rip Off I Savings Bond Investors?

Howls of protest started the moment the Treasury did its twice-annual reset of the interest rate on I Savings Bonds. It dropped the rate from 6.73 percent annually for the November-April period to a mere 2.41 percent for the May-October period. The basis for the new rate was a 1.40 percent annual return...

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Article
23
Mar 06

Making Good Use of an Expensive Universal Life Policy

Q. We bought a universal life policy about 18 years ago in the amount of $155,000. Now the policy is being eaten up by charges as I get older. The cash value is now about the same as when we began, about $39,000. The cash value will be wiped out in about six years unless interest rates rise from the...

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Article
26
Jan 06

Tax-free bond Income May Not Escape Taxes

Q. I'm at a loss to understand how municipal bonds work. In January 2003 I was advised to invest in a municipal bond fund that specialized in short term bonds. Now, almost three years later, I've barely seen any gains in my quarterly reports. Sometimes, the report shows that I've lost money. Other times...

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Article
24
Jan 06

The Many Benefits of I Savings Bonds

Reader mail tells me that I Savings Bonds are one of the most misunderstood good deals available to the investing public. They offer a competitive return, can be held for up to 30 years, and can be redeemed in relatively small amounts at no cost. While they are being held, the interest they earn is accumulated...

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Article
24
Nov 05

Buying TIPS can reduce some risks as you near retirement

One of the things I am thankful for every day is the kindness of readers. Thank you for your trust. Question: Should I continue investing in the stock market if I can make more than 6 percent in I Savings Bonds and retire in the next five or six years? We have invested in Fidelity Funds since 1996 and...

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