When a traditionally diversified portfolio makes fixed income one of its biggest bets, it’s worth asking what risks it’s ...

The investment seeks total return through capital appreciation and current income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net ...

Payable Dec 31, 2025; for shareholders of record Dec 30, 2025; ex-div Dec 30, 2025. More on FolioBeyond Enhanced Fixed Income ...

The T. Rowe Price Short Municipal Income, Long Municipal Income, High Income Municipal and Multi-Sector Income ETFs began trading today, expanding the firm's ETF lineup to 28 BALTIMORE, Nov. 20, 2025 ...

The investment seeks income and capital appreciation. The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing, under normal market ...

On Sept. 17, the Federal Reserve finally gave Wall Street what it had been asking for. The central bank cut its effective federal funds rate (EFFR) for the first time since 2024. Unsurprisingly, the ...

According to a filing with the Securities and Exchange Commission dated October 20, 2025, My Personal CFO, LLC initiated a new position in Vanguard Scottsdale Funds - Vanguard Short-Term Corporate ...

With rates in transition, fixed-income ETFs are drawing fresh interest. Northern Trust Asset Management’s Dave Abner explains ...

This is a new position; VCIT accounted for 8.11% of My Personal CFO, LLC’s 13F reportable AUM after the trade Top holdings after the filing: VTI: $25.55 million (9.9% of AUM) as of September 30, 2025 ...

ETFs, particularly strategies built around AI and crypto assets, saw massive growth among RIAs this past year.

Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure.

The global ETF industry set a new issuance record in 2025, with 2,759 new products listed worldwide by the end of November, ...