Schwab now offers 12 bond exchange-traded funds and six bond mutual funds, covering both taxable and tax-free categories. Low expense ratios across the board make these funds appealing to ...

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

Closed-end funds will generally employ some amount of leverage. Leverage of between 20% and 40% is most common, but some CEFs ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

Fixed-income securities offer steady income and are less volatile than stocks, making them ideal for diversification purposes. Interest rate changes impact fixed-income investment prices, with higher ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

Cohen & Steers, Inc. offers high yield income funds paying monthly income yielding over 8%. Fund sectors include real estate, preferred securities, infrastructure, utilities, and fixed income. CNS's ...

In Bonds, Benchmarks, and Index Funds, Morningstar director of manager research Alec Lucas lays out the case for active fixed-income funds. His team’s research shows how the makeup of the bond market ...

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 ...