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Fixed Income
Higher Bond Yields Offers Client Touchpoint
The return of higher yields, Round 2, presents an opportunity to review clients’ asset allocation and risk tolerance.
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.
Bond Market Outlook 2024: Partly Sunny
After some tough years, the bond market has many fundamentals in its favor, portfolio managers and other observers say.
Advisors Say Bond Market Has More Mileage Ahead
Fixed income should continue to treat retirees well, after a long famine, despite Fed’s plans to cut interest rates, say financial advisors.
Wall Street’s ‘Bond Vigilantes’ Are at Battle as U.S. Debt Soars
The debate over public debt is as fierce as ever. And it echoes, in some ways, an earlier time — when the term “bond vigilantes” first emerged.
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)
Cash-Rich Clients Look to Come Off Sidelines
Total money market fund assets hit a record $5.9 trillion on Dec. 6, but there are indications the tide may be turning.
Not Since the 1970s
That’s how long it’s been since the bond market has turned in such a dismal performance, notes a State Street executive.
Are Higher Rates Slowing the Economy? A Zoo Offers Clues
This zoo's experience is one example of a story playing out across the country among businesses navigating inflation.
An $84 Trillion Opportunity
An Allspring executive explains why tax-advantaged investing will be paramount as a multigenerational transfer of wealth unfolds.
Latest News
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Wealth Enhancement Group Acquires $809M Retirement Advice RIA
The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.
Yes, there is a best day of the week to book your flight, study confirms
In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.
Rent Increases Vastly Outstrip Wage Growth in These Markets
A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.
Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James
The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.
Demand for Advisor Services Soars, Annual Industry Survey Reveals
The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
Washington State’s LTC Program May Get Nixed
In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
IRS Accepting Applications for Tax Preparation Program Grants
Participating organizations provide free tax counseling to seniors and underserved communities.