Fixed income

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

More than 25% of the products were sold with shorter or static maturities in the first quarter, compared with only 10% for the same period last year.

Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.

Why? Three other competitors have an astounding 95.8% of market share.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.

The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

The firm’s fixed income and currencies trading unit head is among the high-profile executives to leave, according to people familiar with the matter.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

A flashback to reactions from policymakers and financial titans in 2006 and 2007 highlights recent skepticism that inversions signal recession.

Data reported by the Investment Company Institute.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

The sector has seen an inflow surge in recent months as Treasury yields continue to fall.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.