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.
Measuring what retirees and pre-retirees want from income solutions
By Ed McCarthy, CFP, RICPInvestment growth, flexibility and guaranteed income have greater appeal than asset management control.
August 19, 2014
SEC Begins Exams of Municipal Advisors; Focus on "Identified Risks"Over the next two years, OCIE plans to examine a significant percentage" of muni advisors, "establishing a presence" and focusing on risk.
August 18, 2014
Which Annuity Is Optimal? SPIAs vs. DIAsA study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
August 17, 2014
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFsLincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
August 14, 2014
Bear Market Survival: A Crash Course From Eric NelsonServo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
August 11, 2014
Who’s Afraid of the Stock Market? Not JPMorgan’s KellyJPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."
August 07, 2014
Does Treasury See Market Crisis Ahead?Minutes of an obscure Treasury committee discuss plans to raise cash in the short term, but also note a severe cash crunch in two years.
August 07, 2014
Retirees, pre-retirees favor lifetime income over controlJust over half of retirees and pre-retirees surveyed say that income guaranteed for life is most important to them.