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.
As Munis Come Back, Short Funds Still Rule
By Janet LevauxIn the world of equity funds, the ultra-short and short funds are still topping the charts, according to Lipper data. The top funds have produced returns...
March 24, 2009
Letter to the editor: most advisors would rather preach 'buy, hope and pray'Income Planning reader Richard Woychowski tells why it is rionic that most financial advisors focus on the cost of reverse mortgages.
March 23, 2009
Investor optimism on the riseIf you were looking for a shot of good news, a Gallup poll released yesterday might be just what the doctor ordered -- investor optimism is ticking upward. Okay, before we get too giddy with that statement, let's look at the facts.
March 23, 2009
Income Product Aims At TeachersAssurant Employee Benefits includes features designed to appeal to educators in a new employee-paid disability insurance product.
March 10, 2009
2008 - 'The year that wiped out wealth'Equity, fixed income and asset allocation fund investors experienced average annual losses for all time periods except the longest (20-year) time frame, according to DALBAR's...
March 01, 2009
The opportunity of a lifetime (part 2)Our customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial
March 01, 2009
Vanguard Adds Bond-Index FundVanguard says it has introduced a new broad-market bond index fund for use by Vanguard funds, including Vanguard's 11 Target Retirement and four Life Strategy...
February 28, 2009
The opportunity of a lifetime (part 2)Our customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial