Liability matching is a strategy that aligns asset sales and income with future expenses. This ensures that funds are ...

Following the 4% withdrawal rule, it would take a typical retirement savings of $1 million to provide a $40,000 annual income ...

Understand investment income, including the definition, importance, sources, & strategies. Discover its tax implications and ...

Catch up on fixed income: expert views on income strategies, market outlook & municipals in a moderated session with Aberdeen ...

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

Once the ETF market’s secret corner, active fixed income strategies are now poised for a breakout moment. In a recent JP Morgan Asset Management event in London, Travis Spence, the global head of ETFs ...

Investors can earn income outside of bonds through dividend strategies, individual stock selection, and liquid alternatives. The strategies come with risks, but they can also act as powerful ...

In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...

Enhanced indexing is a strategy to boost returns on a portfolio or index by blending passive and active management elements.

The market goes up. The market goes down. And with volatility, one thing many advisors see consistently is increased interest in fixed-income investments. Processing Content Curiosity in fixed income ...

Equity income ETFs attracted a record $97 billion, fueled by demand for dividend strategies and derivative income products.