Bonds Rise in Appeal as Stocks Wound Down in 2000s Shift
Investors reassess risk as bonds offer stability after stock declines from Enron to WorldCom disasters. Financial advisers urge diversification with bonds and stocks, suggesting a 40 percent bond stake near retirement, and 15 to 20 percent for younger investors. Mutual funds and mortgage backed bonds seen as practical options amid rate volatility and reinvestment risk.
MENTIONED IN THIS ARTICLE
Cisco System Inc
Enron Corp
WorldCom Inc
Mario DeRose
Edward Jones
DeRose
Colleen Denzler
American Century Investments
Mountain View
Calif
Federal Reserve
Fedcut
Fed
Bill Reynolds
T. Rowe Price Associates
Baltimore
Reynolds
T. Rowe Price
Princo Total Return
T. Rowe
Denzler
Ginnie Mae Fund
WorldCom
Larry Swedroe
Buckingham Asset Management Inc
Gift giving tips from etiquette experts across occasions
Pamela Glenconner on gifts calls gift giving a talent. Etiquette pros advise budgeting within means, researching recipient preferences, and avoiding urging guests to fund gifts. Weddings and graduations carry expectations, while questions about money or pressure to contribute are seen as improper. Thoughtful generosity matters more than price.
MENTIONED IN THIS ARTICLE
Pamela Glenconner
Ruth L. Kern
Barrington
Ill
Giovinella Gonthier
Civility Associates
Peggy Post
Kern
Gonthier
Post
Web sites worth checking out from St Petersburg Times
Helen Huntley profiles useful online resources for investors and savers. Nasdaq Trader offers data on new issues and trading halts while the Retirement Personality Profile quiz from the American Savings Education Council helps gauge saving style. An entrepreneurial quiz from Liraz Publishing tests business potential.
MENTIONED IN THIS ARTICLE
American Savings Education Council
Liraz.com
Liraz Publishing Co
Also Mentioned on This Page
Swedroe
the Color of Money
Michelle Singletary
Singletarym
Washpost
Helen Huntley
St. Petersburg
Nasdaqtrader.com
Asec.org
Rae