The trade-off is higher volatility ... because they are risk-averse in their bond portfolio,” says Bloom. But “historically, over the economic cycle — recovery, expansion, slowdown and ...

"I've been doing this a long time now, over 60 some years, I guess, getting close to 70 years. And this geopolitical side ...

As bonds have struggled, producing losses in client accounts over the past couple of years, we have had more clients ask the question: Should bonds still have a role in the portfolio ...

A lifecycle fund is a fund (commonly a mutual fund) that is automatically adjusted during its life to match an ... F Fund = U.S. bond index fund. C Fund = S&P 500 index fund.

Friedberg is a former investment portfolio manager, university finance instructor and author of three books including "Personal Finance; An Encyclopedia of Modern Money Management." Her work has ...

Over the long run, bonds have outperformed cash. From 1926 to 2023, government bonds posted compound annual returns of 5.1% versus 3.3% for Treasury bills, according to Ibbotson d ...

The Federal Reserve's 11 hikes to the federal funds rate since March 2022 – from essentially zero to a current range of 5.25% to 5.5% – have tested investors' resilience. Core, U.S. investment ...