Image source: Getty Images. A bond ladder is a portfolio of multiple bonds with different maturity dates. Investors commonly use this strategy to manage interest rate risk, diversify their ...

Bonds are back as the stock market plunges, and flows show that actively managed fixed-income funds are in favor with many investors despite higher fees.

Real estate, high-yield bonds, and cryptocurrency don’t always live up to their reputation as portfolio diversifiers ...

If you want to buy perpetual bonds, a financial advisor can help you determine how they and other investments will fit into your portfolio. Perpetual bonds, often referred to as “perps,” are ...

For Baby Boomers who are either retired or are close to being, finding the right asset allocation is key to continuing to ...

A financial advisor can help you build an investment portfolio at age ... the impact of inflation. A sample asset allocation might include: 40% to 50% in bonds and fixed-income investments.

Financial advisors and clients worried about stock volatility and inflation can climb bond ladders to safety — but they won't find any, if those steps lead to a place with higher taxes.

The S&P 500 Index lost 24 per cent from its peak in December 2021 to reach a trough in September 2022, while a balanced “60/40” portfolio (60 per cent equities and 40 per cent bonds) lost 19 per cent ...

The choice of asset location for bond ladders in a client portfolio can prove so important that some wealthy customers holding them in a taxable brokerage account may wind up losing money in an ...

Sure, you can go by some common rule of thumb that suggests you should own “your age” worth of bonds in your portfolio. However, like with most rules of thumb, it’s not going to be every ...