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Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.
March 21 -
The stalwart allocation has a logic to it, but its simplicity hides two significant problems.
March 15
GenTrust -
Two porcine pals, two investment styles, two very different outcomes.
March 7
Johnson Financial Group -
Rising prices eat away at savings. But don't despair — financial advisors say there are many ways to protect and even expand a long-term nest egg.
February 24 -
Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.
February 16 -
There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.
December 21 -
Starting this month, the interest rate on I bonds is dropping back down to earth. But before you feel the pangs of FOMO, consider these other options.
November 1 -
Research shows that the classic allocation reached its most expensive level in almost five decades during the COVID-19 rally. The situation has reversed in 2022.
October 21 -
Even the shortest-term debt has enticed money managers far and wide.
October 5 -
The financial consequences for most asset managers and banks from all the anti-ESG rhetoric coming out of the mouths of Republican politicians in the U.S. is almost certain to be minimal — at least for now.
September 1 -
Rising rates threaten the safe-haven status of bonds, long the designated driver to our tipsy friend, equities, writes Eben Burr.
August 18
Toews Asset Management -
Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.
August 15 -
Devoting an ETF to a single bond may not just be a gimmick. It could solve a lot of the problems with bond trading, writes Jared Dillian.
August 12 -
Looking at investments through a risk lens can provide clues to where the economy is headed.
July 11 -
Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.
July 6 -
Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.
June 21
Toews Asset Management -
Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.
June 6
FolioBeyond -
While we don’t foresee a rapid increase in yields bloodying the nose of bond markets, we acknowledge that this has happened in the past and investors should be prepared.
December 29
Build Asset Management -
The climate of late suggests bonds are losing their value as hedges.
November 9 -
While a host of factors are at play behind the bond-stock relationship, one thing that links them together is the perception of growth.
October 7












