

Why are pooled bond funds bad for affluent investors?
Investors with over $1 million in investable assets have an interest in maintaining control, tax-efficiency, and transparency, often putting them at a disadvantage when investing in pooled bond funds. While bond funds may seem like a simple and convenient way to gain exposure to fixed income, they come with several drawbacks that make them less suitable for investors with substantial...
Read Article
Premium Members Only

Duration
Fixed Income,
Top Fixed Income FAQs,
October 23, 2023

Certificate of Deposit
Fixed Income,
Top Fixed Income FAQs,
October 23, 2023

Are bond index funds efficient?
Fixed Income,
Index Investing,
Index Sectors,
Pros & Cons,
Top Fixed Income FAQs,
Top Index FAQs,
Types of Indexes,
October 23, 2023

Bond Ladder Strategy
Fixed Income,
Top Fixed Income FAQs,
October 23, 2023