Looking for more income? The unrelenting move higher in U.S. Treasury yields continued last week making it the 15th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury security ended the week higher. Moreover, 10-year Treasury yields have increased by 130 basis points (1.3%) this year with a [...]
There’s a lot to like about income-oriented investments Bond funds don’t always get the attention that stocks get among investors. But fixed income investments are an important part of the capital markets that deserve to be included in most investors’ portfolios. In fact, bond mutual funds have become an accepted way for U.S. households to [...]
Here we are in the Fall of 2014. Get the LPL Research Market Outlook for the remainder of the year. Want to Review Your Strategy for Generating Income in Retirement? 2014 Investment Outlook for clients Like the video? Download the printed version: LPL's Outlook 2014: The [...]
This 1990s retirement planning principle seems questionable today. Learn the 4% Rule In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”,which became a landmark of retirement planning. The 4% rule postulates that a retirement nest egg can last 30 years if a retireewithdraws 4% of it per year [...]
In this video, we review three central themes of unconstrained fixed income investing: flexibility, risk analysis, and macroeconomic considerations with the Chief Investment Officer of Fixed Income Fundamental Portfolios - Rick Rieder. Want to Review Your Strategy for Generating Income? 2014 Investment Outlook for clients Like [...]
LPL Financial Research's Fixed Income Strategist Anthony Valeri and Lord Abbett's Fixed Income Strategist Zane Brown discuss taxable bonds and how to invest for rising interest rates.
