Top Stories
The U.S. yield curve is steepening again, reviving the case for long bond strategies. Here’s what that means for duration risk and investor positioning.
CLOs are entering retail portfolios via ETFs and interval funds, offering floating-rate yields once reserved for institutions – but the complexity gap remains wide.
MBS ETFs are drawing renewed investor interest as tight corporate credit spreads shrink yield options. Here’s what’s driving the shift and what to watch.
Closed-end bond funds are running high leverage as credit spreads compress, creating thinner income margins and stacked risks that income investors need to understand.
Credit card companies are redesigning rewards programs to incentivize ESG spending, offering bonus points for sustainable and socially responsible purchases.
American workers are choosing Roth 401k contributions over traditional pre-tax deferrals at unprecedented rates, betting on higher future tax rates.
Health Savings Accounts are evolving from medical expense tools into powerful retirement vehicles with unique triple tax advantages that outperform traditional retirement accounts.
Employers expand FSAs to cover pet care as veterinary costs rise and workers seek family-friendly benefits.
Wealthy families are using custodial Roth IRAs to build tax-free generational wealth, turning teenage jobs into million-dollar retirement accounts.
529 education savings plans now cover K-12 tuition, apprenticeships, student loan repayment, and technology expenses, expanding far beyond traditional college costs for flexible education funding.
Donor-advised funds are transforming middle-class philanthropy with immediate tax benefits and flexible giving timelines. These accounts allow strategic charitable planning previously reserved for wealthy donors.
Financial advisors increasingly favor I Bonds over CDs for their unique inflation protection and flexible terms that preserve purchasing power.
