The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.
This year's slide in stocks and bonds hasn't been pleasant for anyone, but it's been most disheartening for those with kids heading off to college this fall.
A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.
Investors should bet on credit instead, because valuations have improved and default risk is contained, according to BlackRock strategists.
Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.
While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.
Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.
Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.
When wholesalers leave a broker-dealer en masse, it's a signal that the firm's efforts to sell more product and generate more revenue could be greatly hampered.
While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.
Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.
The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.
Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."
The minutes confirmed support by most officials to continue such increases over at least their next two gatherings.
Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.
The Fed’s hawkish-at-all-costs posture, the chaos in supply chains and intensifying threats to the business cycle are all undermining confidence.
Broker-dealers kept selling GWG's life settlement-backed bonds for years despite all the accounting and reporting static coming from the company.
The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.
Advisers are hoping the worst is over and trying to keep clients focused on the long term.
“Paralysis rather than panic best describes investor positioning,” BofA's Michael Hartnett says.
