Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
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.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
September 12, 2023
Jeffrey Gundlach Fires Back After Bill Gross Says He's No 'Bond King'"To be a bond king or queen, you need a kingdom," the PIMCO co-founder said.
May 03, 2023
Advisors See Best Opportunity for Bonds Since Financial Crisis: SurveyThe biggest challenge for many advisors will be re-educating clients on how bonds and interest rates work.
April 13, 2023
Just 2 Weeks Left to Secure 6.9% I Bond Interest RateAdvisors debate whether clients should invest in them now, given options like certificates of deposit and other securities.
March 09, 2023
Vanguard Launches Short-Term Tax-Exempt Bond Index ETFThe fund is intended for tax-sensitive investors with a short time horizon and low interest-rate risk tolerance.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
February 23, 2023
Fidelity Launches Active Muni Bond FundThe new fund includes investment-grade and non-investment-grade municipal bond exposure.