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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Sep 22, 2015

An analysis by The Wall Street Journal shows that some of the largest U.S. bond mutual funds have invested 15% or more of their money in what are referred to as “rarely traded securities”—bonds that do not trade quickly-- a practice that runs counter to long-held Securities and Exchange Commission standards. They found that many of the bonds currently being held in major bond funds could take 150 to 350 days to sell if redemptions came in heavily.

Companies operating large bond funds with more than 15% invested in bonds that trade sporadically include American Funds Inc., BlackRock Inc., Dodge & Cox, Loomis Sayles & Co., Lord Abbett & Co. LLC and Vanguard Group, according to the Journal’s analysis. In the Q & A segment, top rated real estate attorney Chris McNichol with Gust Rosenfeld of Phoenix joins the A Team to talk about investing in tax liens.