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Fixed Income
Trump’s Tax-Cut Plans Could be Slowed by a Wary Bond Market
Markets are betting that Trump's tax cuts and tariffs will fuel inflation as investors demand stronger returns on longer-term Treasuries.
For Lump-sum RMDs, Consider This Funding Method
It eliminates the need to liquidate assets at the wrong time and may lower risk but you must stay abreast of economic trends and market moves. (By Christopher Baccella)
UBS Asset Management Cuts Exposure To Corporate Bonds
Corporate bond spreads widened at the start of August as stocks tumbled on U.S. growth worries, but have since narrowed.
Bullets, Barbells and Ladders Can Help Clients Reach Goals
Here’s the rundown on these three bond management strategies and how I use them in client accounts. (By Christopher Baccella)
Bonds Are Boring Again. But Political Turmoil Could Change That.
It may be time to move from money markets to Treasurys, but the presidential race injects new uncertainty.
Bond Traders Worry Liquidity Will Worsen As U.S. Market Size Grows
Many fear vulnerabilities could reappear during spikes in volatility and as demand struggles to keep up with supply.
Tuesday More Investment Transactions May Fail
U.S. trading moves to a shorter settlement on Tuesday, but it is expected to temporarily increase transaction failure for investors.
The Perils of the Fed’s Vast Bond Holdings
The Federal Reserve is trying to sway the economy through quantitative tightening, gradually reducing its mammoth balance sheet.
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)
BlackRock’s Fink Flags U.S. Retirement Crisis
In addition, he announced BlackRock in April will offer a lifetime-income option in 14 retirement plans covering 500,000 employees.
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PNC Bank Enters Cryptocurrency Market With Coinbase Partnership
Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.
A Mid-Year Financial Health Check-up Is Essential for HNW Investors
A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.
Goldman Sachs Makes Private Credit Available to Defined Contribution Plans
The company's new Private Credit CIT will be in the mix of Great Gray’s Panorix Target Date Series.
Trump Signs New Stablecoin Law
President Trump signed the Genius Act, which could allow digital assets to become an everyday way to make payments and move money.
One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most
Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.
Finalists Named for Awards Honoring Advisors Who Make a Difference
Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.
CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect
Martin Seay’s studies include how consumers seek and use financial advice.