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Content tagged "Asset Dedication"



Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above
Brent Burns counter-dissects the Sanders Wommack vivisection of an article written by experts from LPL and Google

Friday 10.17.14
Steve Huxley: Today, over 4,000 bond funds exist, meaning 97% of all bond fund managers have been enjoying an environment of terrific total returns buoyed by falling rates over the past 30 years.

How interest rates have rolled since the first Thanksgiving and why the 'new normal' under Yellen seems destined to last
The Pilgrims probably paid 12-18% to finance their new lives (lucky for us they took the risk)

Thursday 11.28.13
Howard Edelstein: Sometimes, the CEO needs a little help.

BondDesk Group chairman takes on CEO role and shifts focus to wealth management and capital markets
The reshuffle, which brings aboard an ex-MSSB vice chairman, is no prelude to a sale new chief Howard Edelstein insists

Thursday 11.1.12
Steve Huxley: Gift cards would yield greater efficiency -- but are not nearly as much fun for the giver!

A chief investment strategist asks: Exactly how efficient is holiday gift shopping?
More efficient than buying lunch on the company account by Milton Friedman's reckoning -- but it's better not to think about it Tiffany's counter

Monday 12.19.11
Jeremy Fletcher: The cumulative cost to implement Dodd-Frank is estimated at $2.9 billion over five years.

Eavesdropping on a Fitch Solutions event in San Francisco
Concern for the economy runs high but the news isn't all bad

Friday 10.7.11
Brent Burns: I don't think I have ever seen conventional wisdom about an investment be so far off from reality.

Should RIAs buy gold now as a hedge?
When the US went off the gold standard in 1971, things changed

Friday 8.26.11
Kim Bang: The fixed-income markets are at a regulatory and competitive inflection point.

Executive leaves Bloomberg with ambitious plan to unify the retail bond market
Kim Bang has experience consolidating securities exchanges and signed on as CEO at BondDesk

Friday 8.19.11
Brent Burns: The key to managing the downside is keeping the bond and equity portfolios separate in your client's mind.

What plunging equity prices say about bonds as a hedge for stocks
In a world of sophisticated hedges, the simplest way may still be best

Tuesday 8.9.11
Brent Burns: In a falling interest rate environment, rising prices can mask the added risk of taking bets ... the headwind of rising rates only magnifies them.

Bill Gross' commentary should be taken with a bigger grain of salt in this market
The PIMCO founder is a mutual fund manager and may view the market with a trader's eye

Monday 7.25.11
Jim Alfred is joining Asset Dedication after stints at Advent Software and Black Diamond

Asset Dedication, Mariner Holdings, California Investment Trust and BondDesk make key hires
Hiring moves by advisory business firms show labor market is picking up

Tuesday 1.18.11
Steven Huxley: Whether or not it is possible to profit from this seasonality has been and will likely continue to be a debated question. Active managers who believe in market timing no doubt try to build seasonal factors into their models.

Should you Christmas-shop the market? It turns out there's a seasonality to finance, too
The last three months of the year historically bring the biggest market gains, but volatility remains high

Thursday 12.16.10
The real issue for investors and their financial advisors is not to worry if and when rates will rise, but what are they going to do now that the era of total return bond investing is over?

Why the only thing bigger than the bond bubble is the bubble of bond doom-sayers
Lost in the fear-mongering: It's not fixed income but the way that it's held that can lead to problems

Friday 10.22.10
Brent Burns, Stephen Huxley: Since 1927, the probability of rates rising sufficiently fast enough for the [wait-in-cash] decision to be break-even is 11.1%.

The cost of waiting for interest rates to rise
The unforeseen pitfalls of “staying short” with your client’s fixed income allocation

Friday 9.10.10
The RIABiz partners are very rarely in the same place at the same time; in fact, this is our first real team photo!

Notes from the RIABiz one-year anniversary party
The spirit of the RIA Business was strong at this backyard event

Monday 8.23.10
Andy Gill: Clients understand what they're going to get with purchases of new issues of municipal bonds.

Schwab gives investors seat at the table for new-issue municipal bonds with J.P. Morgan deal (updated)
San Francisco broker answers call of RIAs seeking to better serve retirement-minded Baby Boomers

Friday 4.23.10

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