Anderson is CPA, doctor of accounting, and an accounting and ... gain an advantage over fund managers. There are five asset classes for fixed-income investments: 1) government-issued securities ...

active or strategic asset allocation, and taxable or tax-exempt fixed income preference. Year-round tax-aware trading. Tax optimization at the individual account level via UBS Asset Management's ...

An excellent funding ratio also has contributed to the pension fund’s ability to allocate a large portion of its assets to ...

While these longer-term rates remain elevated, it is an opportune time to review your fixed income allocation.

This is as complicated as the accounting gets. The corporate tax rules could take a different view, a ruling we are eagerly awaiting. Businesses that capitalise fixed assets usually set a ...

Stella Levantesi / TripSavvy Inflation can have a negative effect on fixed-income assets when it leads to higher interest rates. Central banks like the U.S. Federal Reserve typically set inflation ...