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.
Advisors: Consider the Split Annuity/Roth Conversion Strategy
By Lloyd LoftonMany clients may balk at the potential tax bill following a switch to a Roth IRA. Heres how to lessen their tax burden.
June 18, 2012
PIMCO’s Gross: Europe a ‘Localized Tumor,’ Serious Global Cancer on the WayBoth lower quality and lower yields of "previously sacrosanct" debt represent a potential breaking point in our now 40-year-old global monetary system.
June 12, 2012
S&P Capital IQ Launches Subadvisory Unit to Aid Indie AdvisorsS&P Capital IQ is getting into the subadvisory business in a big way, targeting independent advisors who seek help in building model portfolios.
June 12, 2012
How much money should you save for a rainy day? (NPR)A survey by the Federal Reserve found that 35.2% of Americans save for a rainy day. Thats even ahead of retirement.
June 11, 2012
PIMCO’s El-Erian: Bond Bubble Simply New NormalEl-Erian knows why worldwide bond markets, where yields have dropped to record lows and debt has exploded to more than $40 trillion, arent a problem.
June 08, 2012
PIMCO’s El-Erian: What Bernanke Really MeantThe Fed chief's comments on Thursday were carefully crafted so as not to rattle the markets, but PIMCO CEO Mohamed El-Erian took to the Huffington Post to deconstruct the true meaning behind the politico speak.
June 06, 2012
Oppenheimer Pays $35 Million for Misleading Advisors and ShareholdersStandard investment industry warnings about reading the prospectus would have done little good to investors in two Oppenheimer bond mutual funds, whose misleading statements cost the fund company $35 million in SEC sanctions.
June 05, 2012
Is Portfolio Theory Dead? Markowitz Stands His GroundModern portfolio theory isnt dead, says theory inventor and Nobel laureate Harry Markowitz.