Some fixed-income experts are starting to fret about an inverted yield curve. But that’s not necessarily something Steven Mula, the chief investment officer of JJ Burns & Co. is worrying about at the moment. “The advice we have for fixed-income investors is broadly similar to what we tell equity investors: diversify your income sources, and understand the risks in your portfolio,” he says.
Read News Article
Have you ever wondered what resolutions certified financial planners set for themselves in the new year? We certainly did—and spoke to five money pros who... more
The road to early retirement is filled with challenges, and for many, the final boss in this quest is the IRS. Break its rules, and... more
Many 401(k)s put members into target-date funds, often by default. These professionally managed funds automatically start savers in equity-heavy portfolios and increasingly reallocate assets to... more