-
Defined-maturity funds offer traditional fixed-income interest payments.July 1
-
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.June 13
-
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.June 11
-
Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.March 20
FounderWealth Logic
-
Some have piled into utilities and long-duration Treasury hedges, while others bulked up exposure to rate-sensitive banks and a chunk did a bit of both.October 17
-
Investors flocked to ultra-short bond funds as few are willing to bet against persistent rising rates.October 5
-
Advisors should make sure they know how to discuss bonds in a new environment.June 11
-
Advisors should make sure they know how to discuss bonds in a new environment.June 8
-
Rates rising and falling? This strategy works either way.June 1
-
Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.May 16
