In this Advisor Perspectives article, Professor Wade Pfau of The American College discusses whether investors should purchase bond funds or individual bonds that are held until maturity. We really enjoy this article as Wade touches on many points that we strongly believe in. Click here to read the article >>>
In this article, Jeff Benjamin of InvestmentNews explores why financial advisers might benefit by looking once again to institutional investors for guidance with fixed income now that bond yields are poised for a cycle of rising interest rates. Read the article here >>>
In these videos, Stephen Huxley and Brent Burns of Asset Dedication sit down with Dave Littell and David Nanigian of The American College to discuss ways financial plans can be connected to investments. After creating these videos, The American College adopted many of the discussed concepts into the curriculum for their Retirement Income Certified Professional (RICP®) designation. Enjoy!
For bond investors worried about what will happen to their principal when interest rates rise, a fixed-maturity bond fund is one solution.
These products, also called defined-maturity or end-date funds, offer the diversification of a bond fund with the known maturity date of an individual bond.
Each fund sets an end date and buys bonds that mature on or shortly before then. Any new money that comes into the fund is put into the same type of bond. Interest payments on the bonds are paid out monthly to shareholders. Read More…
Join Asset Dedication in Chicago, March 18-19, 2013 where we’ll be presenting at the Retirement Income Industry Association’s Spring conference exploring the many challenges Pre-Retirees and Retirees face in getting their retirement income houses in order. To find out more click here >>>