One of the biggest challenges facing retirees is trying to find the “right” amount of money to receive on a monthly basis.
Why Convertible Bonds
Convertibles are a unique asset class that is often overlooked by many investors. They can offer the best of both worlds, combining desirable features of both stocks and bonds.
The Convertible Investor – Spring 2020
An Informative Guide for Investors Who Seek Growth and Preservation of Wealth. The Markets and Convertible Bonds: A Plan to Stay the Course…
WAM 1st Quarter Commentary
The outbreak of the global COVID-19 pandemic resulted in historic economic and market volatility in the first quarter of 2020. After the end of the longest bull market in U.S. history, the equity markets…
Bull, Bear and Upside Down Markets
An informative historical review of bull and bear markets leading up to the present state of our global economy. Bull and bear stock markets have been around since the beginning of stock indices in 1896. Currently, we are in the longest…
Advisors Are Chasing Dividends Instead of Buying Bonds
A good place to begin with dividend investing is with volatility versus stock prices. Historically speaking, stock prices have generally displayed greater levels of unpredictability than dividends.
The Balance Convertible Bond Strategy
Equities continue to drive upwards, and the current 11-year bull market has reached record long status. Understandably, many investors don’t want to be adding to their equity positions for fear of “buying high.”
Thomson Reuters Wellesley Absolute Convertible Bond Index
Updated as of October 2019. The Thomson Reuters Wellesley Absolute Convertible Bond Index (“TRW”) is a joint venture between Thomson Reuters and…