Michael Finke and David Blanchett

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The sad but important truth about taxable bonds and AUM
INVESTING FIXED INCOME JUL 02, 2018
The sad but important truth about taxable bonds and AUM

Accurate estimates of expenses show net returns on taxable bonds in AUM accounts at today's interest rates are depressingly low.

INVESTING MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.