Martin Fridson, CFA photo

BONDS, INCOME

Martin Fridson, CFA

Publisher,

Income Securities Investor

  • Nine Times #1-Ranked High Yield Strategist in Inst. Investor Survey
  • Financial Exec of Year by Financial Mgmt Assoc International in 2002
  • Received CFA Society New York’s Ben Graham Award in 2017

About Martin

Martin Fridson is the publisher of Income Securities Investor and according to Investment Dealers' Digest, he is "perhaps the most well-known figure in the high-yield world." He has served as a CFA Institute governor and consultant to the Federal Reserve Board. In 2002 the Financial Management Association International named Mr. Fridson the Financial Executive of the Year. The CFA Society New York gave him its Ben Graham Award in 2017.

Martin's Articles

The stock market’s post-election rally received lots of media attention. But with considerably less fanfare, income investors also got richer between November 5 and the month’s final trading day, the 29th. Meanwhile, Franklin Income Focus ETF (INCM) is a multi-asset ETF I like that seeks high current income and capital appreciation, notes Martin Fridson, editor of Forbes/Fridson Income Securities Investor.
Lamar Advertising Co. (LAMR) is one of the largest outdoor advertising Real Estate Investing Trusts (REITs) worldwide, with more than 363,000 displays across 45 US states and Canada. LAMR offers its customers a broad range of advertising mediums, including billboards, digital billboards, interstate logo, transit systems, and airport advertising formats, advises Martin Fridson, editor of Forbes/Fridson Income Securities Investor.
Ryman Hospitality Properties, Inc. (RHP) is a lodging and hospitality REIT that owns and operates upscale convention center resorts and country music entertainment experiences. RHP’s common shares look suitable for medium-risk, tax-deferred portfolios, suggests Marty Fridson, editor of Forbes/Fridson Income Securities.
A common stock we recommended last month, CMS Energy (CMS), had an impressive history beyond what we included in our write-up. It all goes back to the concept of “Yield on Cost,” shares Marty Fridson, editor of Forbes/Fridson Income Securities.

Martin's Videos

Income-oriented investors face multiple challenges this year from lingering high inflation, Fed tightening of interest rates, and a high risk of recession. Treasury bond yields may be close to topping out, but credit risk premiums are sure to increase if economic growth turns negative. This presentation will highlight top picks for the current environment in a variety of income-oriented asset classes.

The inflation outlook is income investors' #1 concern heading into next year. Monitoring a few key indicators provides valuable guidance on the Consumer Price Index's course in 2022. This presentation will explain the implications for interest rates and highlight top picks for the current environment in a variety of income-oriented asset classes.
Income-oriented investors can pursue their objectives through ETFs based on a wide variety of underlying assets. Martin Fridson, publisher of Income Securities Investor and chief investment officer of Lehmann Liivian Fridson Advisors, will show how these vehicles stack up against other income-generating assets. He will address both yields and principal preservation in-light-of the past year's dramatic market swings.

The challenge of investing for income is balancing yield and risk. Risks include both temporary paper losses and permanent losses of capital. Martin Fridson, CFA, will show you available tools for managing these risks including credit ratings, yield-based measures, diversification, and recommendations that include indications of appropriateness by the investor's risk tolerance.

Martin's Books

Martin Fridson, CFA

Financial Statement Analysis: A Practitioner's Guide

"Financial Statement Analysis: A Practitioner's Guide is a well-organized, thorough exploration of the challenges facing practitioners who rely on financial statements to make investment and lending decisions.
Martin Fridson, CFA

How to be a Billionaire: Proven Strategies from the Titans of Wealth

How to Be a Billionaire looks at the careers, the methods, and the minds of self-made billionaires to distill the common keys to titanic accumulations of wealth. Each chapter explores a specific strategy and brings it to life through extended profiles of past and present masters of the art of making money.
Martin Fridson, CFA

It Was a Very Good Year: Extraordinary Moments in Stock Market History

What, if anything, do the most spectacular, high-performance periods of the twentieth-century stock market have in common? And most importantly: Can we predict when they will occur again? In this fascinating investigation, acclaimed author and financial authority Martin S. Fridson probes the past, leading an exhilarating tour through each of the twentieth-century stock market's golden years. Illuminating, entertaining, and rich in historical anecdotes, Fridson's book treats us t
Martin Fridson, CFA

Investment Illusions: A Savvy Wall Street Pro Explores Popular Misconceptions About the Markets

A source of down-to-earth advice on how not to fall prey to the follies of "pert." Examines and exposes the false assumptions many investors and professional money managers make when playing the stock market. Conveys essential stock market principles by using entertaining and easy-to-understand analogies. Includes numerous, bizarre, actual incidents and hilarious media howlers to dramatize misconceptions about the mark

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