Annuities are complex. Were breaking down what they are, how they work, and who should consider them. When we think about our ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But if you've started exploring your annuity options, you've likely run ...

Inflation has been quite a thorn in the side of retirees or semi-retirees who depend on a fixed income. The higher costs of living may have caused some to pursue higher-yielding plays, even at the ...

Most financial experts believe that many older Americans are too heavily invested in the stock market, and now there’s evidence to back them up. When giant Fidelity Investments analyzed its retirement ...

One of the great dividing lines in the bond market is between fixed-rate and floating-rate debt. This difference has become especially stark since 2022, as the rise in short-term interest rates ...

As global monetary policy continues to moderate while trade and political strains persist, we are seeing decided changes in ...

While equity trends and AI-driven stories might dominate the ETF headlines, a more understated revolution is occurring in the fixed-income universe, and under the leadership of active managers.

Bloomberg Indices announced the launch of the Bloomberg Versa 10 Index (BVERSA10), a new multi-asset benchmark developed in response to the evolving needs of the fixed indexed annuity markets.

In financial markets, there is seldom (if ever) a free lunch. Therefore, the only way to enhance the yield and return profile of a fixed income portfolio is by substituting one risk for another. In ...

TWST: Thanks for joining us. I understand that you have almost four decades of experience in the industry, but could you explain your current role at Morgan Stanley and what you’re doing for their ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Inflation has been quite a thorn in the side of retirees ...