The Money-making Guide to Bonds: Straightforward Strategies for Picking the Right Bonds and Bond Funds

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UNC Press Books, 2002 - Business & Economics - 277 pages
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Bonds are the financial Cinderellas of the new millennium. Investors became aware of their charms when they saw their stock portfolios tanking while bonds were delivering double-digit returns. With the discovery that bonds could be a lucrative as well as a safe investment came a major problem: no single source of easily accessible information has been available that uniformly describes bonds, compares their relative strengths and drawbacks, and tells how to select and profit from buying them -- until now.

Registered investment advisers Hildy and Stan Richelson have written The Money-Making Guide to Bonds to serve as this solid and thorough, yet user-friendly, resource on the subject. Over 35 different types of bonds and 20 types of bond funds are described, highlighting the specific advantages, risks, and tax implications of each.

The stock market decline clearly demonstrated to investors that bonds belong in every portfolio. The Money-Making Guide to Bonds not only gives readers the information they need to select bonds suited to their needs but also tells them how to allocate bonds within a portfolio and then concludes with specific strategies for reducing taxes and increasing income.

 

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Contents

Acknowledgments xvi
1966
Evolving in Early History 5
1973
Entering the Twentieth Century 11
1979
How It Is Created Issued Priced and Traded 19
Rating a Bond 24
Determining a Bonds Yield 31
U S Treasury Bills 47
U S Savings Bonds 57
Corporate Convertible Bonds 141
Bond LookAlikes 145
Deferred Fixed Annuities 155
BOND PURCHASE OPTIONS 165
Choosing a Broker 172
How to Choose among Bond Funds 181
Classifying the Funds 188
Choosing a Bond Fund 205

Series HH Savings Bonds 64
Fannie Mae and Freddie Mac 74
U S Agency and Other Mortgage Securities 81
Collateralized Mortgage Obligations 89
General Features 98
General Considerations 124
Corporate MediumTerm Notes 131
into a Portfolio Thats Best for You 213
Comparing Stocks and Bonds 219
Reevaluating Your Portfolio 228
Investing for Tax Advantages 240
Investing for Income Needs 250
Bank Certificates of Deposit 146
Copyright

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About the author (2002)

Richelson is the President of the Scarsdale Investment Group, Ltd.

Richelson is a fee-only financial planner, business adviser, attorney, and personal coach.

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