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From municipal bonds to Roth conversions — take our quiz to find out if you know which income streams push you into higher Medicare brackets.
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
Stocks have low earnings yields and TIPS have good yields. Move money from stocks into bonds.
Vanguard’s VRIF ETF is tilting toward bonds to provide retirees stable income, balancing caution with a 4% annual payout target. The post Why Vanguard’s ETF aimed at retirees is currently cautious in ...
Stocks and bonds aren't the only ways to invest your retirement "fun money."
Explore how Trump accounts compare to baby bonds, why tax policy favors wealthy families, and what economists propose to close the racial wealth gap.
The Indianapolis-based Payne & Mencias Group manages money primarily with individual stocks and bonds, aiming for cash-rich, tax-efficient portfolios—and steady guidance through every cycle....
Traditionally, the best way to manage a portfolio is to use a fixed asset allocation. But that's not the only way to manage your bonds. The post Bond Allocation: Fixed Amount vs. Percentage appeared f...
Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?...
Physicians exploring ways to diversify their investments may consider alternatives beyond stocks, bonds, and mutual funds. Commercial real estate offers ... Read more...
Today we’re diving into one of the most “organic” investments out there—municipal bonds. Now, investing in municipal bonds may sound ... Read more...
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing ...
Answering reader questions about the financial details of a stock quote, investing in bonds for the first time, investing in private equity, and changes at Vanguard regarding SpecID. The post Investin...
Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you have is a will? Think again — and read on for other myths that could be ...
Alternative investments can often avoid the impact of volatility, counterbalancing the ups and downs of stocks and bonds during times of market stress....
Amid rising uncertainty and inflation, effective portfolio diversification needs to extend beyond just stocks and bonds to truly manage risk....
Municipal bonds can be good insurance against inflation — and interest is tax-free. But as with all investments, understanding risk is key....
I'm hoping to retire within the next year or two. I recently had some bonds reach maturity so I have a chunk of money sitting in my brokerage account that, given the current market conditions, I simpl...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on hobby losses, I bonds and Medicare premiums....
Here's how TIPS works and whether it's a better deal than nominal bonds or other inflation-protected bonds like I Bonds. The post Treasury Inflation Protected Securities (TIPS) — What You Need t...
As a retiring lifetime investor in ETFs and mutual funds, I want to add some stability to my portfolio. For me, that means adding bonds (probably to get to a 70/30 ratio). The learning curve is steep ...
2025 has gotten off to a rough start with devastating fires and corrections in stocks, bonds, and other risk assets. So, I thought it’d be a good idea to shift focus to some positives—befo...
Some of the fees that come with buying or holding stocks, bonds and other investments are obvious. Others can hide in plain sight....
Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks....
Gold's role in diversifying portfolios extends beyond inflation protection, offering an alternative to stocks and bonds in volatile markets....
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing ...
Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential fo...
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds. The post The 3 Risks of Bond Investing — And How to Beat T...
A classic interview with prominent Boglehead-published author Rick Van Ness, where they discuss his 10 principles for common sense investing and why investing in bonds is worth it. The post Common Sen...
The yield curve is a graph that plots the yields of bonds that have the same credit quality but across ... Read more...
Municipal bonds offer a unique method of investing with a nice tax benefit. Let's take a look at VWIUX vs. FMBIX and see which is better. The post VWIUX vs. FMBIX: Which Bond Fund Is Best? appeared fi...
Episode 218 is the final episode in the April Bond series. We’ve walked through all the benefits and dangers of bonds over the past few weeks. In this episode, we talk about some gadgets that co...
To follow the 100-minus-your-age rule, retirees deduct their current age from 100 to achieve a balance of stocks and bonds in their retirement portfolio....
February 12, 2024 – Last week, I wrote about how equities historically outperformed bonds by a comfortable margin. So, the principle of “stocks for the long run” is still valid. Does...
As CDs mature and rates drop, where would you move this money? My current portfolio is 50% Equities, 40% CD and 10% Bonds. I'm drawing SS and plan to retire this year. I'm 68 years old, sold my house ...
Simple diversification used to be the go-to plan for a typical portfolio. A balanced plan of stocks, bonds, and cash would simply do the trick. But that type of diversification has been proven less ef...
Today, we are answering your questions off the speak pipe. We talk about structured notes, asset protection, I Bonds, cash balance funds, and fees for different investments. We also talk about the imp...
TIPS and I Bonds are inflation-adjusted IOUs issued by the U.S. Treasury. So, how are they different? In this post, ... Read more...
Selling bonds to buy real estate is a much easier decision to make than selling stocks to buy real estate. Real estate acts like a bond plus investment because bonds have more similarities to real est...
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing ...
Many of Uncle Sam’s bonds linked to inflation, called TIPS, performed horribly last year. It’s time to give them another look....
I have sold rental property and have about $350G from the sale. I am 61 and plan to retire at the end of this year. My wife is 63. We have about 1Mil in investments, mostly stock and bonds. I would ap...
Despite last year’s upheaval, many investors are sticking with long-term plans and tightening their budgets instead of moving money out of stocks and bonds....
I realize there has been a plethora of threads about ibonds, but I would like your current best guess at the reset interest rate coming in a couple of months. I would also like to thank those who in t...
By Dr. Joy Eberhardt De Master, WCI Columnist Money, money, money. We talk about stocks and bonds. We talk about diversifying income and passive income. We talk about how to make and spend money. We a...
Auto-callable yield notes, or ACYNs, let investors diversify their investments and fortify their retirement income when stocks and bonds are letting them down....
I know taken into account how much is invested and the glide path tends to be more conservative shifting to bonds down towards retirement. Anything else to be aware of? submitted by /u/Ok_Assignment41...
It's been a tough year for investors, with stocks down around 19% (both in the U.S. and abroad), U.S. bonds down 14%, and the cryptocurrency market down around 60%. Yet, despite the financial turmoil ...
Though the market is only 15% off its highs, as my colleague Michael Batnick recently wrote, "It feels a lot worse." And it does. Bonds are having one of their worst years ever, stocks are down, and i...