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.
What QE’s End May (Really) Mean for Bonds
By Ron DeLeggeInvestors and advisors alike may be surprised at recent fixed-income results.
October 29, 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 29, 2014
QE Is Dead; What’s Next for Fed?Some analysts expect longer-term fallout from QEs end as the Fed juggles multiple challenges.
October 28, 2014
Eurozone Troubles Make US Bonds Look CheapInvestors are looking at the relative rather than the absolute value of bonds, the co-managers of the Osterweis Strategic Income Fund wrote in their October outlook.
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.