April 26, 2021: The Best Active Fixed Income Funds Are Still Hard To Beat

April 26, 2021: The Best Active Fixed Income Funds Are Still Hard To Beat

PIMCO income and investment grade bond funds have outperformed their index funds consistently for the past 10 years and going. Some actively managed mutual funds are still hard to beat by low cost index funds including those Vanguard Dimensional Funds.  

January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?

January 11, 2021: Smart Cash Management: Can I Just Withdraw From My Bond Portfolio?

We show studies on regular withdrawal for relatively stable monthly spending need on some bond funds and portfolios. We conclude that if this approach is applied for a long period of time, it can actually result in much better than short term cash withdrawal approach.