Putting the Rise in Bond Yields Into Perspective

Bond yields have suddenly found themselves in the financial headlines. Since Donald Trump became president-elect, the yield on the 10-year Treasury has risen from 1.86% on Election Day to a near-term closing high of 2.22% on Tuesday. That is nearly a half-percentage point jump in just seven days. (The closing yield was slightly higher today,…

 

A Request to Parents of Gen Xers and Baby Boomers

To parents of my fellow Generation X members, as well as parents of Baby Boomers, we—your adult sons and daughters—want to hear from you. We want to know how your health is. We want to know how financially stable you are. We want to hear about any potential problems as soon as they occur, not…

 

The Truth About Top-Performing Mutual Fund Managers

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: The Truth About Top-Performing Mutual Fund Managers It’s only natural for investors to look at past performance when selecting managers of either mutual funds or separate accounts. Almost everyone is impressed by a strong track record. However, investors may be making a crucial mistake by fleeing…

 

Defined-Maturity Funds: A Bond Alternative With Compromises

This article originally appeared in the October 2013 issue of the AAII Journal. Interested in the benefits that individual bonds can offer, but not ready for the complications? The hybrid defined-maturity bond funds are one alternative. What are they and what do you need to know before investing? As the name implies, defined-maturity bonds cease…