Fixed income meets specific needs important to retirees. Over time, duration risk and inflation have corrosive effects on fixed income that must be considered in any financial plan. Two types of fixed ...

While equity trends and AI-driven stories might dominate the ETF headlines, a more understated revolution is occurring in the fixed-income universe, and under the leadership of active managers.

The October CPI report may have marked an inflection point for the Fed’s hiking cycle which is leading to inflows into fixed income ETFs. According to Andres Rincon, the Head of ETF Sales and Strategy ...

Year 8 sees more changes for dividend income, while Total Return Continues to Outperform. In 2016, I deployed a new DGI portfolio alongside an ETF portfolio for retirement income going forward. In ...

Fixed income instruments have been known to provide stability and predictable returns for investors. Traditionally, these instruments, like bonds and certificates of deposit, are managed through ...

Bond portfolios dropped 20% in 2022 as rates climbed. This broke traditional fixed income safety assumptions. A 4.06% Treasury yield minus 2.4% inflation equals 1.5% real return before taxes are ...

The right move for fixed-income investors in 2022 was to focus on short-maturity bonds. As the Federal Reserve raised ...

Federal Reserve rate cuts are reshaping the fixed-income landscape, changing both the risks and opportunities facing bondholders. For investors who rely on steady income, the shift from rising yields ...