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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Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

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