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FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.
July 5 -
Brexit isn't seen having fallout as severe as the 2008 financial crisis, but you wouldn't know it from the rush to safety in the global market for sovereign debt.
June 30 -
Fixed income has posted steady returns in these markets, while once high-flying equities have come crashing down.
June 29 -
Strategists across Wall Street have been paring back 2016 calls on benchmark Treasury yields, as expectations for global economic growth decline and central banks in Europe and Asia introduce additional policy easing.
June 27 -
Despite market volatility at least one expert expects "business as usual for munis after the dust of today's rally settles."
June 24 -
"Risk appetite is going to evaporate in the coming days. How long that risk-off will go remains the question," says William Hobbs, head of investment strategy at the wealth management unit of Barclays in London.
June 24 -
There's unlikely to be any investment-grade sales until the middle of next month and the high-yield market may take even longer to reopen, according to both ABN Amro Group and UniCredit.
June 24 -
Make one-time contributions to 529 plans without the IRS getting its cut. Plus, how effective planning enhances portfolio returns without the risk.
June 23 -
A planner at the Morningstar conference sees too many risks, not enough rewards
June 14Wealth Logic -
Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.
June 6