Bonds

When someone says their word is their bond, it means you can count on them. In similar fashion, investors expect to be able to depend on reported data for their […]

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. […]

With the recent increase in inflation, you may already be adjusting some of your spending habits to offset the higher prices on goods and services. Should you also alter your […]

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. […]

Many investors assume actively managed bond funds outperform bond index funds when interest rates rise. On the contrary, the majority of active funds fail to beat their benchmarks in […]

Everyone knows interest rates have nowhere to go but up. It is only logical to avoid the inevitable “bond crash” by selling now, right? Not so fast.