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  1. Which Defense for Rising Rates?

    Morningstar's Eric Jacobson sizes up some common tactics that active bond fund managers and investors are pursuing to protect against rising interest rates.

  2. How Actively Should Bond Investors Shield From Rising Rates?

    Morningstar's Eric Jacobson outlines the pros and cons of going to cash, seeking opportunistic bond funds, and investigating bank loans.

  3. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.

  4. 2010 Scorecard for Bond Funds

    Morningstar's Eric Jacobson reviews bond fund performance and fund flows in 2010, analyzes recent performance hiccups in fixed income, and pinpoints the factors that should be on bond investors' radars today.

  1. Schwab Bond Insights: “It’s All Over But the Shouting”

     

  2. Active Funds vs. ETFs

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  3. Investing In a Potentially Changing Tax Environment

     

  4. Stand or Fall: How Much Longer?

     

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