fixed income

Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Photo by Kelly Sikkema via Unsplash

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read

Photo by James Coleman via Unsplash

ETF Upside

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
Photo via Budrul Chukrut/ZUMAPRESS/Newscom

ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

2 min read

Advisor Upside

What’s Going on With Muni Bonds?

Photo by Mohamad Faizal Bin Ramli via iStock

Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

4 min read

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