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’s your Net Promoter Score?
By Kerry JohnsonIf you dont know what your clients think of you, you will never get a referral.
July 31, 2012
SEC Wants More Power Over Muni Bond MarketThe 165-page report asks Congress for sweeping reforms, focusing on two key areas of concern: disclosure and market structure
July 30, 2012
Patton’s Fund Picks, Pt. 3: Bond FundsIn the third of a series of blogs, advisor Mike Patton shares his top picks in four different categories of fixed-income mutual funds.
July 26, 2012
Congress can’t be trusted to fix itself (Atlantic)Bob Kerrey is the current Democratic nominee for the Nebraska Senate seat, which he held from 1989 to 2001. Away from the game for 11 years, Kerrey is not happy with how Congress has changed.
July 23, 2012
European Crisis Biggest Factor When Advising Clients: SurveysAdvisors polled in recent studies by kasina and OppenheimerFunds agreed that the debt crisis in Europe is having the biggest impact on the advice they give to clients.
July 20, 2012
Preparing Clients for Reality of Obamacare Investment TaxAn additional 3.8% tax on investment income will be implemented in less than six months, and your high-income clients will need advice on how to reposition their investments to minimize its effect.
July 20, 2012
Critics Slam SEC’s Municipal Advisor Plan in Dodd-Frank HearingOne expressed concern with the proposed rule is that it defines municipal advisor too broadly.
July 19, 2012
Preparing Clients for the Reality of PPACA’s Investment Income TaxWhen the Supreme Court upheld most of PPACA, it confirmed that the PPACA provisions proposing an additional 3.8 percent tax on investment income will shortly become effective.