Smart Moves for Bond Investors and Tackling Too Many Investments

#InvestingInsights #Bonds #TIPSLadder

Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.

We have a special episode for you this week. The author behind the popular Ask the Analyst column on Morningstar.com is coming to the table. Morningstar portfolio strategist Amy Arnott is going into the mailbag to answer readers’ questions about bonds, including TIPS and other portfolio matters.

Submit your question to the Ask the Analyst column created and written by Morningstar’s Amy Arnott.

https://www.morningstar.com/personal-finance/ask-analyst-with-amy-arnott

On this episode:
00:00:00 Welcome
00:01:11How Bond ETFs Work and Comparing TIPS, I Bonds, Treasuries
00:04:41 Municipal Bond Fund Losses After a Fed Rate Hike
00:06:33 Where to Hold Bonds: Roth vs. Traditional IRA, and TIPS Ladders
00:08:20 Paying for Law School Tuition: Which Accounts Come Into Play
00:09:35 Simplifying 231 Holdings and Limiting Capital Gains on Fund Swaps
00:13:16 What to Know Before Submitting Your Ask the Analyst Question

Watch more from Morningstar:
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark

https://www.youtube.com/watch?v=aPhb4DZgaQw&t=2s
Why Are Some of the Strongest Stocks Struggling This Year?

https://www.youtube.com/watch?v=iIXQoo9448I&t=14s

Don’t Make This Mistake When Chasing Higher Bond Yields

https://www.youtube.com/watch?v=YfZoxC3fvRE&t=21s

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income