Expense ratios per the current prospectus: Class A: Net: 0.89%, Total: 0.89%; Class R6: Net: 0.56%, Total: 0.56%; Class Y: Net: 0.64%, Total: 0.64%. Performance ...

2024 has delivered solid gains across the income market; however, 2025 presents a challenging set of conditions for investors. We take a look at the coming income market environment and discuss some ...

Pre-retirees and retirees may be understandably concerned about their exposure to stock market risk, particularly in these uncertain times. Let’s take a look at how a hypothetical 65-year-old couple ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...

Investors often use the percentage of capital allocated to fixed income to define how risky a portfolio is — but that’s a faulty way to measure risk, according to a new paper by John Delaney, Willis ...

The investment seeks to achieve long-term growth and income. The adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, ...

If one maintains the same asset allocation both inside and outside of the variable annuity, then the additional fees for a variable annuity can be expected to deplete the underlying value of the ...

Vanguard Wellesley Income’s VWIAX experienced managers benefit from formidable analyst teams and oversee a time-tested approach grounded in bottom-up research. Combined with low fees, this fund ...

The investment seeks current income and, secondarily, growth of capital. The fund is a “fund of funds,” and may invest its assets in underlying open-end and closed-end funds (including unlisted ...

Women have a lot going against them — much more than men — when it comes to creating enough income to last through their retirement years. Set out below is a list of some of the impediments women must ...