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Top related persons:
Morningstar - 2 Amy Arnott - 2 Morningstar's Arnott - 2 Arnott - 2 Schwab - 1 Inga Rachwald - 1 Schwab's - 1 Rachwald - 1
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Schwab - 1 Income - 1 Schwab Asset Management - 1 Planning Partners - 1 Treasury - 1 Wealth Services - 1 LendingClub - 1 Vanguard - 1

Search resuls for: "Morningstar's Arnott"


2 mentions found


☆ These niche funds provide investors with steady monthly payments in retirement
  + stars: | 2024-03-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Some investors looking for steady income in retirement are turning to managed payout funds. There are just a handful of these niche mutual funds, which pay monthly income to investors, Morningstar portfolio strategist Amy Arnott said. Schwab offers three such funds: Schwab Monthly Income Fund - Income Payout (SWLRX), Schwab Monthly Income Fund - Flexible Payout (SWKRX) and Schwab Monthly Income Fund - Target Payout (SWJRX). The Schwab Monthly Income Fund - Target Payout (SWJRX), on the other hand, aims to offer a 5% annual payout. Managed payout funds are not offered in many defined contribution plans, such as 401(k)s. In fact, a 2022 Cerulli survey of defined contribution plan consultants showed just 17% of the plans offered any managed payout funds.
Persons: Morningstar, Amy Arnott, Schwab, Inga Rachwald, Schwab's, Morningstar's Arnott, Rachwald, Arnott, Brett Lozowski, doesn't Organizations: Schwab, Income, Schwab Asset Management, Planning Partners
☆ The 10-year yield is hovering just under 5%. How you can take advantage of it
  + stars: | 2023-10-19 | by ( Darla Mercado | Cfp | Michelle Fox | ) www.cnbc.com   time to read: +6 min
Investors were handed an income opportunity they haven't seen in more than a decade when the 10-year Treasury yield climbed near 5% on Thursday. US10Y 5Y mountain 10-year Treasury A 5% yield on the 10-year is a good value, said Kathy Jones, Charles Schwab's chief fixed income strategist. A real yield is a bond's nominal yield minus inflation. "With the 10-year yield nearing 5%, it could be your sign to pick them up." There is also the Vanguard High Dividend Yield ETF (VYM) , which has lost 2.59% and charges 0.06% in fees.
Persons: Barry Glassman, Kathy Jones, Charles Schwab's, Callie Cox, Schwab's Jones, Amy Arnott, Morningstar, Arnott, Cox, John Croke ,, Jones, Morningstar's Arnott Organizations: Treasury, Wealth Services, LendingClub, Vanguard Locations: eToro
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