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.
Helping retirees dodge the Medicare income-based surcharge
By Robert Bloink, William H. ByrnesYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 28, 2014
BlackRock Cuts Fees and Expenses on Three Bond FundsThe cuts come as Bill Gross PIMCO departure is sending billions of dollars to competing firms.
October 27, 2014
Choosing a CustodianThis is one of the most important decisions you'll make if you become an RIA.
October 27, 2014
Advisors doing better by doing goodPlanning with charitable income gifts can help clients accommodate these seemingly incompatible goals.
October 27, 2014
Helping Retirees Dodge the Medicare Income-Based SurchargeYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 24, 2014
Alternative Bond Funds: What Advisors Need to KnowDifferent funds have radically different strategies and management arrangements, experts say.
October 24, 2014
Top Portfolio Products: First Trust Launches Eurozone ETFMeanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
October 24, 2014
SEC Responds to Market Volatility by Ramping Up Bond-Fund ExamsSurging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.