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Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.
August 24 -
An arbitration panel ordered the wirehouse to pay two former clients $250,000, a mere 10% of what they originally sought, in a case involving the sale of funds of Puerto Rican municipal bonds.
August 4 -
The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.
July 27 -
At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.
July 7 -
These products may offer better exposure and liquidity for your clients investing in the bond markets.
July 1 -
Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.
June 30 -
The Continent may offer clients the best hope of finding the next bond rally.
June 1 -
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.
May 1 -
Given the unpredictability in forecasting, betting on rates rising can be just as risky as taking the opposite stance.
April 30 -
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year.
April 13 -
Even after defaults, high-yield bonds have earned above-market returns.
March 16 -
The plunge in oil prices has claimed another prominent victim.
February 23 -
Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.
February 20 -
If the buck keeps rising, which investment tactics will offer the highest payoff for clients?
January 27 -
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.
January 26 -
Analysts attribute the spate of municipal bankruptcies since 2011 to the aftereffects of the 2008 credit crisis and Great Recession, as well as changing attitudes about debt.
January 15 -
Municipal bond defaults, which increased to record levels last year as Detroit's bankruptcy boosted the total, may remain elevated this year.
January 14 -
Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014.
January 5 -
Pimco's biggest mutual fund had the worst year of client withdrawals in the history of fund management as the firm lost both of its co-chief investment officers, Bill Gross and Mohamed El-Erian.
January 5 -
Investors have gotten more desperate in their pursuit of yield, reaching for ever-dicier products. What could possibly go wrong?
December 17





