Being a bond investor over the past two years has been brutal. The bond market, as measured by the Bloomberg Aggregate Index, declined 13% in 2022 and is down another 2.5% so far in 2023. Adding ...

When a government or corporation issues a bond, it does so with a specific par value and interest rate. Once in the market, those values don’t change; however, the value of a bond can change depending ...

A version of this article previously appeared in the April 2022 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Investors have long looked to bonds to control risk in ...

Bonds are a security that represents a loan from an investor to a company or government agency. Learn more about the pros, cons, types or bonds, and how they differ from stocks. Bonds are essentially ...

CPAs WHO PROVIDE FINANCIAL PLANNING SERVICES need to weigh the similarities and differences between U.S. Treasury series EE bonds and I bonds to help clients make savings bonds a part of their ...

If you’re an equity investor, you buy stocks at the current market price and hope they appreciate. For debt investors, it’s the opposite concept. Investors buy bonds based on their face value: the ...

You can check the value of your savings bond through the TreasuryDirect website. Even if you have paper savings bonds, you can check your value online, as long as you have the issue date, bond series ...

A municipal bond’s embedded call option allows the issuer of the bond to “call” (i.e., pay back) the debt at a date prior to the bond’s final maturity, which allows the issuer to reduce the cost of ...

A version of this article previously appeared in the August 2021 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. The low rates and tight spreads that characterize the ...