The yield on the 10-year note ended September 22, 2023 at 4.44%, the 2-year note ended at 5.10%, and the 30-year at 4.53%. Here is a table showing the yields’ highs and lows and the FFR since 2007. The charts below show the daily performance of several Treasury bonds since the pre-recession days of equity [...] The post Treasury Yields Snapshot: September...

The week ending Sept. 22 marks a strong post-summer resurgence for the industry, with 25 new ETF launches in all. Matthews Asia and iShares rolled out five funds each during the week with additional ETF debuts from Roundhill, VanEck, Defiance, AllianceBernstein, YieldMax and BondBloxx, among others. First Trust and Cboe Vest added to their lineup [...]...

Say an investor wants to track the performance of the Russell 2000 but doesn’t want any gambling or oil companies. Also: they want to include some stocks that aren’t on the index. An ETF or mutual fund won’t be able to help. But a direct indexing account will. Direct indexing accounts are designed to replicate [...] The post Screen Out and Tilt in...

The Fed may have held rates at this month’s FOMC meeting but indicated the potential for one more hike before the year’s end. Advisors and investors looking to optimize their bond exposures in a higher-for-longer rate environment should consider the  NEOS Enhanced Income Aggregate Bond ETF (BNDI). The inflation fight remains a complex one, as [...]...

Yesterday’s Equity Symposium brought together industry thought leaders. Attendees were treated to actionable information. Additionally, the panels presented cutting-edge thinking around equities. It was truly a can’t-miss experience. In the event you did miss it, however, we’ve got you covered. Here’s what happened. Large-Cap Dominance Fidelity’s Sonu...

With money market funds yielding 5%, many advisors have been leaning on short-term money market funds. And while that 5% is great, what happens if and when that yield goes away? It may be worth locking in some higher yields for longer. That’s where the Vanguard Long-Term Corporate Bond ETF (VCLT) can come into play. [...] The post Lock in Some High...