flexible income

Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

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Plan for Changing Bond Markets

August 23, 2016

Many retirees want to preserve their capital, so bonds have often been a key component of their portfolios. But some retirees wonder if bonds can continue to provide the stability they’re looking for. They’ve spent decades putting aside money for their retirement, and they don’t want to risk losing it now. One thing we’ve learned […]

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Manage Interest-Rate Risk with NoLoad FundX

September 24, 2013

Interest rates rose all summer long sending bonds into a tailspin, but investors still need bonds in their portfolios.  How can investors manage their fixed income portfolios in a rising interest-rate environment?  NoLoad FundX can help. A Variety of Bond Funds to Choose From NoLoad FundX covers a wide variety of bond funds, including funds […]

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Flexible Strategy for Fixed Income Investing

September 16, 2010

NoLoad FundX’s Flexible Income strategy is an active approach to fixed income. Just as the NoLoad FundX Upgrading strategy responds to changes in the stock market, the Flexible Income strategy used in the MFIP responds to changing bond markets. Flexible Income aligns with current bond market trends by incrementally shifting our portfolios to the most recent, […]

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