Recently, my colleague Sara Shores and I discussed factor investing and smart beta and what they mean for fixed income markets. Our conversation took us through the different types of factors: macro ...

Understand investment income, including the definition, importance, sources, & strategies. Discover its tax implications and ...

Investigating a Quality Factor for dividend income part II. Comparing the DG50, DGP, and my income portfolios. How they stand-up against the S&P 500 index. Just how important is Total Return. This ...

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your ...

Think factor investing isn’t really a thing with bond funds? Think again. The traditional equity factors of value, low volatility, and momentum are also driving returns in fixed income securities, ...

As the bond bull market grinds on, investors increasingly see fixed income as fertile ground for factor investing. “Factors” are broad characteristics of securities, such as volatility, momentum, and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This model leverages Qontigo’s market-leading expertise and research ...

Even though the Social Security benefit formula favors the poor, those with higher incomes and more education tend to have greater life expectancy and thus receive benefits for more years. Measuring ...

Decades of research show that early psychosocial stress, including chronic exposure to adversity, can shape how a child's brain develops, with effects that last well beyond childhood. But families ...