The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
For wealth professionals, the episode addresses fixed-income implementation and portfolio housekeeping questions clients often raise, including bond vehicle choice, account location and simplifying overly fragmented portfolios.
Summary
By the bonds & fixed income deskThis episode of Morningstar's Investing Insights features portfolio strategist Amy Arnott answering reader questions from the Ask the Analyst column. It covers how bond ETFs work, comparisons of TIPS, I bonds and Treasuries, municipal bond fund losses after a Fed rate hike, where to hold bonds in Roth versus traditional IRAs, TIPS ladders, paying law school tuition, and simplifying a portfolio with 231 holdings while limiting capital gains on fund swaps.
- Amy Arnott answers reader questions on bonds, TIPS and other portfolio matters.
- The episode explains how bond ETFs work and compares TIPS, I bonds and Treasuries.
- It discusses municipal bond fund losses after a Fed rate hike, where to hold bonds in Roth versus traditional IRAs, and TIPS ladders.
- It also covers paying law school tuition from accounts, simplifying 231 holdings, and limiting capital gains on fund swaps.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome | 2 min | |
| How Bond ETFs Work and Comparing TIPS, I Bonds, Treasuries | 4 min | |
| Municipal Bond Fund Losses After a Fed Rate Hike | 2 min | |
| Where to Hold Bonds: Roth vs. Traditional IRA, and TIPS Ladders | 2 min | |
| Paying for Law School Tuition: Which Accounts Come Into Play | 1 min | |
| Simplifying 231 Holdings and Limiting Capital Gains on Fund Swaps | 4 min | |
| What to Know Before Submitting Your Ask the Analyst Question | 2 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.