Walk into almost any conversation about fund investing and you will hear the same shorthand: ETFs are cheaper than mutual funds. It is a tidy rule of thumb, repeated so often it…
A retiree with $850,000 in savings who wants about $40,000 a year in reliable income may not need to take the risks associated with high-yield funds or complex income strategies. One alternative…
Drew Wood For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and…
Most retirees own a passive bond index fund without thinking twice. The PIMCO Multisector Bond Active ETF (NYSEARCA:PYLD) is the alternative that has quietly pulled in $8.07 billion in net flows over…
A 67-year-old retiree comparing core bond funds usually meets two pitches: PIMCO’s actively managed lineup, or the Vanguard Total Bond Market ETF (NASDAQ:BND). BND sounds boring next to a star manager promising…
A 67-year-old with a $1.2 million nest egg sits across from an insurance agent who pitches a clean trade: hand over $300,000 today, collect $1,900 a month for the rest of his…
Volatility spiked in late March when the VIX reached 31.05 on March 27, 2026, before easing back to roughly 19.50, a level near the upper end of its typical range. The Federal…
Retirement portfolios face a specific set of demands: income that arrives reliably, capital that holds its value through market downturns, and costs low enough that compounding works in the investor’s favor rather…
Inflation has been the defining fixed income concern of this decade, and the iShares TIPS Bond ETF (NYSEARCA:TIP) was built specifically for that worry. With the Consumer Price Index at 327.5 and…
Five years of holding AGG has returned roughly what you’d earn leaving money in a savings account. Over the past five years, AGG’s total price return is just 0.71%. For retirement investors…
Michael Williams The traditional 60/40 portfolio still has plenty of defenders. Many advisors continue to recommend it as a simple, balanced approach for long-term investors. But 2022 exposed a major weakness in that strategy.…
Most diversification strategies fail exactly when investors need them most. In the 2022 bear market, bonds and stocks fell together, leaving the traditional 60/40 portfolio with nowhere to hide. Simplify Managed Futures…
For investors who lose sleep over market volatility, the appeal of a single-ticker portfolio built mostly on bonds is real. iShares Core Conservative Allocation ETF (NYSEARCA:AOK) packages that idea into one fund:…
For investors seeking income without volatility, Alternative Access First Priority CLO Bond ETF (NYSEARCA:AAA) targets that problem by focusing exclusively on the senior-most tranche of Collateralized Loan Obligations – the AAA-rated slice…
The Schwab Core Bond ETF (NYSEARCA:SCCR) generates income by holding investment-grade bonds and passing interest payments to shareholders. Launched in February 2025 as an actively managed fund, SCCR focuses on high-quality U.S.…
