Bonds

Comfort and certainty can be costly. Discover why individual bonds aren’t always the rational choice, especially when diversification and pricing power are on the line.

In a world of uncertainty, U.S. Treasury bonds continue to shine. Learn why they remain the bedrock of portfolio safety—offering unmatched liquidity, global demand, and downside protection.

Understand the different types of bond yields reported by financial websites, from SEC yield to distribution yield, and how you can use them in the investment decision-making process.

If capital markets were an amusement park, investing in stocks would be like riding the tilt-a-whirl, whereas bonds would be more like the kiddie rides. That’s usually the case, anyway. […]

How can you protect your wealth against inflation over time? While traditional hedges might disappoint, building a diversified portfolio of stocks, bonds and REITs is a better approach.

We’ve seen a lot of market history unfolding in real time—including past periods when investors were bracing for seemingly imminent inflation. Not unlike today! Is inflation about to run rampant, […]

While 2020 was unprecedented in so many ways, there was one constant: The same, simple (if never easy!) investment approach we’ve long embraced remained as essential as ever.

Newly launched, the DFA Oregon Municipal Bond Fund (DOGMX) is a welcome improvement to many of our clients’ portfolios. Learn more about this important fund.

Last month, the Federal Open Market Committee raised the fed funds rate a quarter point to a range of 1.50% to 1.75%. It is the first hike this year and […]

Despite rekindled fears over rising interest rates, higher yields are a positive development for long-term investors.

Recently, Federal Reserve officials announced they anticipate raising short-term interest rates later this year. This news is likely to renew fears for bond investors, as bond prices move in the […]

In early February, investors withdrew record amounts from U.S. stock mutual funds, as fears spread over declining global growth, stubborn unemployment, and political and economic troubles in emerging markets. […]