Top Stories
Structured agency callable notes are attracting short-duration ladder builders who see call risk as manageable – and the yield premium as worth collecting.
Preferred equity REITs offer fixed yields of 5-8% with cumulative dividend protections, drawing income investors as the rate plateau reduces repricing pressure on existing issues.
Variable Rate Demand Notes are drawing renewed interest from corporate treasurers managing large cash balances, driven by floating-rate structures and tax-exempt income advantages.
Treasury STRIPS are drawing quiet but intense demand from pension funds using long-duration laddering to match liabilities. Here’s why the strategy works and who’s driving it.
Traditional pensions are making an unexpected return as employers seek competitive advantages and workers demand retirement security beyond volatile 401(k) plans.
Wealthy investors are shifting billions from corporate bonds to Series I Savings Bonds, seeking inflation protection and zero default risk despite purchase limits.
Credit card companies are dramatically tightening lending standards as delinquency rates rise and regulatory pressure increases, marking the end of post-pandemic easy credit era.
Financial advisors are recommending precious metals IRAs again as inflation concerns and market volatility drive demand for alternative retirement investments.
Gen Z increasingly chooses buy now pay later services over credit cards, driven by transparency, financial control, and distrust of traditional credit systems.
Institutional investors are rapidly shifting from traditional bonds to private credit funds, seeking higher yields of 8-12% and inflation protection that public debt can’t provide.
Wealthy investors are discovering community development banks offer competitive 6-8% returns plus tax benefits while creating measurable social impact in underserved markets.
Treasury bills now outpace high-yield savings accounts, offering better returns with tax advantages and government backing.
