Thanks to exposures in the options market, PFIX essentially offers a way to ride floating interest rates.

If shareholders don’t like the eventual target -- or if a SPAC fails to find anything by a set deadline -- investors can redeem their shares for cash at the IPO price, plus any interest earned.

Series I savings bonds have been surging in popularity. But consumers only have two more weeks to lock in elevated rates for the next 12 months.

For protecting clients, Social Security is tough to beat.

Bearish arguments are compelling because they sound smart. That’s what makes them seductive to novice investors.

Economists once thought they knew how borrowing costs affect the economy, but we have been proved wrong.

How can advisors take air out of the impact of ballooning inflation on clients' investments?

The value of bonds directly owned by households fell by $18 billion in the fourth quarter of 2021, dropping to the lowest level since 2008.

Equities have recently outperformed long-duration debt by the fastest rate since the 2020 pandemic rebound.

The conventional wisdom of what 'whole life' is and how it works is often far from the truth.