Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
September 12, 2023
Jeffrey Gundlach Fires Back After Bill Gross Says He's No 'Bond King'"To be a bond king or queen, you need a kingdom," the PIMCO co-founder said.
May 03, 2023
Advisors See Best Opportunity for Bonds Since Financial Crisis: SurveyThe biggest challenge for many advisors will be re-educating clients on how bonds and interest rates work.
April 13, 2023
Just 2 Weeks Left to Secure 6.9% I Bond Interest RateAdvisors debate whether clients should invest in them now, given options like certificates of deposit and other securities.
March 09, 2023
Vanguard Launches Short-Term Tax-Exempt Bond Index ETFThe fund is intended for tax-sensitive investors with a short time horizon and low interest-rate risk tolerance.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
February 23, 2023
Fidelity Launches Active Muni Bond FundThe new fund includes investment-grade and non-investment-grade municipal bond exposure.
February 17, 2023
4 Reasons to Pick Bond Funds Over Individual Bonds: VanguardThe control provided in owning individual bonds comes at a cost, Vanguard said.
February 14, 2023
10 Best Bond Index Funds for 2023: MorningstarSome of these funds would make great anchors for the bond portion of a portfolio, Susan Dziubinski writes.