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On Friday, June 2, millions of Americans are due a total of $25 billion worth of Social Security payments. And more than anything else, that may prove a decisive element in forcing an end to the partisan standoff over raising the federal debt limit.
May 25 -
Bonds are back for high net worth investors.
December 9 -
With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
July 13 -
“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.
March 26 -
The asset manager will serve “as a third-party vendor to operationalize these purchases and transact with the primary dealers,” the New York Fed said.
March 25 -
"We seek to finance the government at the least possible cost to taxpayers over time," said Treasury Secretary Steven Mnuchin.
January 21 -
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
Wealth 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 -
The offerings saw decent demand, given the market is facing a deluge of sales following the recent U.S. debt ceiling suspension.
February 21 -
Stocks rallied around the world on signs the global economic expansion that pushed benchmarks to records in 2017 remains intact.
January 4 -
The longer the trend continues, the more likely its effects could spread to bank earnings and the economy.
November 13 -
The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.
September 19

















