Mon, 19 Aug 2013
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Steady dividend-payers may be under some pressure as interest rates rise in the nearer term, but that's no reason to dump them, says Morningstar analyst Alex Bryan.
Senior fund analyst Eric Jacobson walks us through how some of Morningstar's top-rated intermediate-term bond funds fared during the early summer sell-off.
Munis have faced both interest rate and credit risk pressures, but at current levels, this varied asset class is worth considering, especially for those in higher tax brackets, say Morningstar's Candice Lee and Eric Jacobson.
Christine recaps the market's activity for the first half of 2015 and provides a checklist for investors to use to evaluate their portfolios midyear.
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