Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
10 Annuity Tax Facts You Should Know
By Robert Bloink | William H. ByrnesWhat's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.
December 16, 2019
Investors Favor Money Markets Over Stock and Bond Funds: MorningstarNet inflows data show money funds in the lead for the 12 months ended Nov. 30.
December 16, 2019
Quiz: How Well Do You Know Annuities?Lots of people talk about annuities, but only some really know them.
December 16, 2019
Most Investors Without Advisors Are Clueless About Fixed Income: SurveyInvestors with advisors are far more likely to understand and invest in fixed income, BNY Mellon found.
December 16, 2019
The Missing Element in the Asset Allocation Story: Location, Location, LocationThe "who, what and where" of an asset's location plays a role in wealth-building and asset protection that is often overlooked.
December 13, 2019
Gundlach's $150B Decade May Be Fund Industry's Last HurrahFame, performance and demand for bond funds have powered flows; barriers to entering the "big leagues" are high, the CEO says.
December 13, 2019
Modern Portfolio Theory Gives False Confidence, Longtime Advisor SaysFormer money manager and popular podcaster J. David Stein tells ThinkAdvisor he prefers an approach he likens to gardening.
December 12, 2019
Gap Between Fund Performance and Investor Returns Has Narrowed: MorningstarMorningstar's analysis shows where global investors timed their fund investments well and where they didn't.