Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
Leech Shunted $600M to Favored Portfolios: SEC, DOJ
By Ava Benny-Morrison and Silla Brush and Chris DolmetschThe former co-chief investment officer for Western Asset Management, 70, could face 20 years in prison.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
April 18, 2024
Treasurys Hit as Hawkish Fed Views Keep Piling UpCould the Fed hike? Fed Bank of New York President John Williams says that it's possible, if warranted.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.
January 31, 2024
Fed Holds Rates Steady, Inches Closer to Cutting in FutureThe decision to leave the target range for the benchmark rate unchanged at a 22-year high of 5.25% to 5.5% was unanimous.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
January 11, 2024
17 Good Funds for Long-Term Investors: MorningstarModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.