Fixed-Income Strategies Articles
Tax-Advantaged Income From Muni Closed-End Funds and ETFs
August 2026 by John Deysher
Closed-end muni bond funds or muni bond ETFs may make sense for those in high tax brackets in search of income.
August 2026 by John Deysher
Closed-end muni bond funds or muni bond ETFs may make sense for those in high tax brackets in search of income.
The Role Cash Plays in Individual Investors’ Portfolios
May 2025 by Charles Rotblut, Jean Henrich, Meagan Kaloostian
Insights into what investors do with their liquid investments and why.
May 2025 by Charles Rotblut, Jean Henrich, Meagan Kaloostian
Insights into what investors do with their liquid investments and why.
Building Bond Ladders With Mutual Funds and ETFs
April 2025 by Cynthia McLaughlin
Quasi-bond ladders can be created with mutual funds or ETFs instead of individual bonds by choosing funds with differing durations.
April 2025 by Cynthia McLaughlin
Quasi-bond ladders can be created with mutual funds or ETFs instead of individual bonds by choosing funds with differing durations.
Where to Find the Best Yields in Active Bond Mutual Funds and ETFs
January 2025 by Cynthia McLaughlin
Active bond mutual funds and ETFs can be an effective part of an investor’s fixed-income toolkit.
January 2025 by Cynthia McLaughlin
Active bond mutual funds and ETFs can be an effective part of an investor’s fixed-income toolkit.
Bond Strategies for a Shifting Interest Rate Environment
September 2024 by Hildy Richelson, Stan Richelson
Bonds can help you achieve your financial goals by providing reliable cash flow, protecting your principal and creating growth through compounding interest.
September 2024 by Hildy Richelson, Stan Richelson
Bonds can help you achieve your financial goals by providing reliable cash flow, protecting your principal and creating growth through compounding interest.
Musical Chairs With Interest Rates: An Income Investor’s Adventure
August 2024 by Jenna Brashear
Visit the Income Investing Community to share your take on what’s ahead for interest rates and how it will affect your income strategy.
August 2024 by Jenna Brashear
Visit the Income Investing Community to share your take on what’s ahead for interest rates and how it will affect your income strategy.
Customize Your Fixed-Income Strategy With Defined-Maturity Bond Funds
April 2024 by Cynthia McLaughlin
Funds classified as defined-maturity seek to strike a middle ground between bonds and bond funds.
April 2024 by Cynthia McLaughlin
Funds classified as defined-maturity seek to strike a middle ground between bonds and bond funds.
The Power of Holding Some Cash in a Portfolio
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
The Benefits and Risks of Short-Term Bond Funds
July 2022 by Matthew Bajkowski
Short-term bonds can act as a buffer against volatility, preserving capital, and as such can be buckets to dip into when you want to buy riskier assets at a discount during down markets.
July 2022 by Matthew Bajkowski
Short-term bonds can act as a buffer against volatility, preserving capital, and as such can be buckets to dip into when you want to buy riskier assets at a discount during down markets.
Guidelines for Selecting Bonds and Cash-Like Instruments
September 2021 by Charles Rotblut
Key characteristics when analyzing bonds, choosing between bonds and bond funds and the role of laddering.
September 2021 by Charles Rotblut
Key characteristics when analyzing bonds, choosing between bonds and bond funds and the role of laddering.
In Today's Investment Environment, Bank CDs Deserve a Fresh Look
February 2003 by James H. Gilkeson
With rising bond default rates and the lowest Treasury yields in more than a generation, investors would be wise to reconsider long-term bank time deposits as a way to earn safe returns in excess of money market yields.
February 2003 by James H. Gilkeson
With rising bond default rates and the lowest Treasury yields in more than a generation, investors would be wise to reconsider long-term bank time deposits as a way to earn safe returns in excess of money market yields.