Research & News
Fixed-maturity bond funds may ease rate worries
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…
Retirement Income Industry Association’s Spring conference
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 >>>
InvestmentNews Webcast with Asset Dedication – Finding Risks and Opportunities in Fixed Income
On Tuesday, March 12, 2013 from 1:00 p.m. – 2:00 p.m. PST, Brent Burns will join other panelists and members from the InvestmentNews team to find out how much risk is lurking in fixed income and how can advisers position their clients for a rising rate environment? This webcast will look at fixed-income investing from a variety of perspectives, including individual bonds, ETFs and mutual funds. Our panelists will offer outlooks for the bond market as well as investing strategies. Click here to register >>>
Bond bomb survival guide
Over the few months we had the pleasure of connecting with Jeff Benjamin over at InvestmentNews and started talking with him about the bond bomb that is headed investors way. In Jeff’s article, the Bond bomb survival guide he explores this issue in depth. Click here to read the article >>>
Making New Friends in Retirement Income Planning
We were recently down in Miami for the T3 conference and had the pleasure of connecting with Dana Anspach. Dana is the author of the upcoming book Control Your Retirement Destiny, a columnist for About.com’s Guide to MoneyOver55 and the Founder of Sensible Money, LLC, a professional services firm which offers retirement planning and investment management services. After the conference, Dana shared some kind and generous words about Asset Dedication in her column that we would like to share with you. Click here to read the column >>>
Asset Dedication @ Technology Tools for Today (T3)
Come join the Asset Dedication team at the Technology Tools for Today Conference in Miami from February 11th – 13th. On the 11th at 1pm, we will be speaking on a Salesforce integration panel and on the 13th at 3pm, we will be moderating a discussion on online portals. If you are at the show and would like to meet up, Contact Us >>>