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.
Do You Know the Changes in Stock Sector Classifications?
By Bernice NapachSome massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.
October 23, 2018
Are New USA Plans a Boon to Savers? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the new universal savings accounts.
October 19, 2018
12 States With the Worst Fiscal HealthThese states have short- and long-term fiscal solvency issues, according to the Mercatus Center.
October 18, 2018
How Much Does Politics Really Affect Portfolios?Politics is a "much bigger factor" in investments today than it was 20 years ago, according to Eaton Vance's Kathleen Gaffney.
October 17, 2018
SEC Charges Advisor With Stealing From Friends, Community MembersThe advisor had previous SEC charges against him; the agency encourages investors to check its SALI database.
October 17, 2018
Cheap Is Great, but Free Will Usually Cost YouThe financial services industry isn't a soup kitchen.
October 17, 2018
The Keys to an Effective 401(k) Plan Design, According to Wells FargoAn analysis by Wells Fargo Institutional Retirement and Trust teased out the features of "high-influence" plans.
October 17, 2018
How These Advisory Firms Are Reinventing the Value PropositionThey outsource investment management to focus on services that differentiate their offerings from others.