Expense ratios per the current prospectus: Class A: Net: 0.89%, Total: 0.89%; Class R6: Net: 0.56%, Total: 0.56%; Class Y: Net: 0.64%, Total: 0.64%. Performance ...

2024 has delivered solid gains across the income market; however, 2025 presents a challenging set of conditions for investors. We take a look at the coming income market environment and discuss some ...

Investors often use the percentage of capital allocated to fixed income to define how risky a portfolio is — but that’s a faulty way to measure risk, according to a new paper by John Delaney, Willis ...

Retirees face a portfolio puzzle: how to generate returns without losing sleep during market turbulence. The challenge ...

If one maintains the same asset allocation both inside and outside of the variable annuity, then the additional fees for a variable annuity can be expected to deplete the underlying value of the ...

Before you take the leap into retirement, you want to feel completely confident that your money will last. It’s natural to want to be sure you have enough saved, but rather than focusing on savings, ...

Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and ...

The investment seeks current income and, secondarily, growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the adviser and ETFs and ...

An article in The New York Times this August, “How to Enjoy Retirement Without Going Broke,” is a reminder that experts — from Nobel Prize winners to financial advisers — are challenged by planning ...

In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

This column continues the discussion of the allocation of cancellation of indebtedness income (COD Income) in the partnership context. As previously discussed 1 the restructuring of a troubled loan ...