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Search results for:
Baccella
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Jerilyn Klein
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Higher Bond Yields Offers Client Touchpoint
The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance. (By Christopher Baccella)
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Jerilyn Klein
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Bond Allocations Get Trickier in Volatile Market
Like 2023, in 2024 higher yields can still benefit fixed income investors. Here’s what to consider. (By Christopher Baccella)
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Jerilyn Klein
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These Bonds May Have Best Risk/Reward Tradeoffs
Despite several bank failures and another recent rate hike, there are still opportunities to be had, says our columnist. (By Christopher Baccella)
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Jerilyn Klein
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GSE Bonds More Attractive as Fed Targets Higher Rates
The dislocation in the fixed-income markets has our columnist rethinking his bond strategies while remaining conservative. (By Christopher Baccella)
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Jerilyn Klein
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Tax-Loss Harvesting: It’s Not Too Early
The markets and interest-rate environment are ripe for this strategy and there’s no need to wait until-year end. (By Christopher Baccella)
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Jerilyn Klein
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Don’t Go Out Too Far on the Yield Curve
Intermediate-term bonds offer some good opportunities but don’t be a “yield hog,” says our columnist. (By Christoper Baccella)
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