Looking to generate income from your nest egg? Make sure you don’t get it all from just one basket. Karen explains two funds designed to provide income that aren’t over reliant on any one source.
In 2020, many investors have shifted the focus of their fixed income portfolios from the return ON principal, to the return OF principal. Karen highlights how the desire for stability is driving investors to tap into U.S. Treasury markets with ETFs.
In some parts of the world, bonds are yielding less than zero. Karen explains how that can happen, what it means for your portfolio and moves to consider.
As yields increase, short-maturity bond funds can offer both higher income potential and a cushion against interest rate risk. Karen explains the mechanics, in part three of her Rising Rates series.