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Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.
November 27 -
The regulator was looking into customer complaints and arbitration claims that rep engaged in unsuitable trading.
November 7 -
The fund will give investors exposure to noninvestment-grade bonds for less than half the cost of its flagship high-yield offering.
October 27 -
These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.
September 28 -
The holdings in each of the three new offerings are rated A to BBB.
September 22 -
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Advisers have turned into the new active investment managers.
August 1 -
Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.
June 30 -
The agency's staff has recommended filing an enforcement action against two Barclays bankers, according to records filed with FINRA.
June 29 -
Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.
June 7 -
Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.
June 5 -
The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.
May 24 -
For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.
May 9 -
Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.
April 27
Wealth Logic -
Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.
April 27
Wealth Logic -
Amid the ups and downs of the bond markets, these funds attracted new investors.
April 19 -
S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.
March 29 -
This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.
March 29 -
A high-yield corporate debt fund offering from the bank.
March 24

















