How Small Investors Can Tap Into Bonds

Post on July 22, 2017

A reader recently asked if I could help him locate direct-access notes for his portfolio, which prompted an intense search and history review. Direct notes are new-issue corporate and government-sponsored enterprise bonds sold in increments of $1,000; they were prevalent prior to the 2008 stock market crash. I first covered them more than a decade ago (“Bite-Sized Bonds,” April 14, 2003). They still exist, albeit in much smaller numbers. […]. Corporate Insight’s senior research associate Corey Limmer says, “A strong brokerage app can be a key differentiator for attracting and retaining clients, especially younger and tech-focused users.”

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