Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
Fidelity Plans Latest Mutual Fund-to-ETF Flip
By Amanda AlbrightThe two municipal bond funds are expected to be converted next year, according to two separate regulatory filings.
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.
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.