Mon, 26 Aug 2013
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Investors appeared to be trading interest - rate risk for equity and credit risk in the wake of this summer's rate-driven bond volatility.
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.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
The fund giant saw an executive-management shuffle, ultra-short- bond fund launch, new lower-touch advisory service, and continued inflow domination.
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