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Fixed Income
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.
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.
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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.