bonds

Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

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As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read

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Advisor Upside

Why the Bond Market’s Not Acting as It Should

Yields on Treasuries are now higher than they were in late 2022, when both stocks and bonds last slumped together.

2 min read
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ETF Upside

Where Do You Turn When Stocks and Bonds are Hurting?

With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read
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OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

Markets

Tariff Delay Fails to Soothe Bond Market Turmoil

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When yields rise, it suggests a selloff, and it also means likely higher costs of borrowing for companies as well as the government.

2 min read

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Economics

After Bashing Janet Yellen’s Approach to Debt Issuance, Bessent Keeps It For Now

The Treasury kept its guidance suggesting the sales of long-term debt will remain unchanged through much of 2025.

2 min read
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Alternatives

Collectibles are Fun but Risky Investments

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read
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International Economics

Britain Grapples With Exploding Borrowing Costs

England had a rude awakening this week, as the United Kingdom was transported back in time to one of the most tumultuous years in its history.

2 min read

OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

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The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read

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Advisor Upside

How ETFs Can Help When Rates Are Going Up or Down

Advisors know exchange-traded funds as a way to invest in broad market indexes, but they are great for bond management, too.

2 min read
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Real Estate

Home Sales Rose in October, But the Trend Won’t Last

Sales of used homes in the US rose in October. But it may have been a flash sale, because mortgage rates are already climbing again.

1 min read
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Markets

Weathering the Storm: A Q&A with Vanguard on Market Volatility

The last four years have been head-spinning. Dan Newhall, Vanguard’s head of portfolio solutions, talked us through the volatility.

5 min read

Advisor Upside

Advisors Key in on Fixed Income Ahead of Interest Rate Cuts

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With the Fed primed to begin the next cutting cycle, advisors are looking for fresh places to park clients’ cash.

2 min read

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