Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure.

When a traditionally diversified portfolio makes fixed income one of its biggest bets, it’s worth asking what risks it’s ...

Returns in 2025 were solid across sectors, supported by decelerating growth, easing inflation and monetary easing by most ...

The first quarter of 2025 brought a flurry of activity for investment managers, as concern around US trade policy saw equity markets fall and fixed income options proving more favorable. And when ...

Rising prices and volatile markets have turned gift giving into a small financial planning exercise. For families on fixed ...

Not everyone has the risk tolerance to go all in on stocks. A 100% equity portfolio can deliver strong long-term returns, but it also comes with severe fluctuations along the way. That kind of ...

As we look forward to 2026, we remain quite optimistic on the outlook for the bond market. We are seeing more job layoffs and ...

New ETF Series to apply a systematic ‘dividend rotation’ strategy enabling investors to capture total return without taxable income distributions. F/m Investments (“F/m”), an $18 billion investment ...

Retail investors seeking diversification through alternative investments may not have considered structured/asset-backed credit, believing it’s only for institutions. But that’s not the case. While ...

Society's demand for massive data centers opens up opportunities for investors who want a unique fixed income investment, according to Nuveen. “Fixed-income investors have the opportunity to invest ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

This is a new position; VCIT accounted for 8.11% of My Personal CFO, LLC’s 13F reportable AUM after the trade Top holdings after the filing: VTI: $25.55 million (9.9% of AUM) as of September 30, 2025 ...