Fixed Income

The Pitch You may have attended a free financial seminar where you get a nice steak and hear how you can retire without worrying about the markets ups and downs. A favorite pitch at these ...

Overview Historically, if you wanted income, you purchased income investments such as bonds or preferred stock. However, data suggests that stocks may be a better source of income. This might ...

The Problem with Bond Funds Bond funds are convenient and give you a diversified bond portfolio. But they are not without their problems: 1. Risk Bond funds do not provide the certainty of a ...

If you want income, you have several choices including the purchase of individual bonds or bond funds. There is a big difference between the two and which might be best for you. Why Individual ...

Here are some important facts regarding the taxes on annuities. 1. Unlike stocks, annuities do not enjoy a step up in basis at death. If you buy a stock for $10 per share and then die when the ...

The Problem Have you had this dilemma? You want to invest in bonds to provide income. Your choice is a long-term bond at 6% or a shorter-term bond at 3%. Which should you buy? You may wonder, ...