One of the largest IPOs in history closed in June, drawing more than $300 billion in orders for $75 billion of shares sold, an oversubscription of roughly 4x.

247wallst.com - 2026-07-15 10:55:07

Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in Naples, Florida. The other lives in San Diego. If that income is taxed as ordinary income and falls in California's 9.3% bracket, the California retiree could lose about $7,440 a year to state income tax... The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

247wallst.com - 2026-07-15 08:02:25

Two retirees can both pull $100,000 from $2 million income portfolios and still land in very different places after tax. If one stream is mostly qualified dividends and the other is mostly ordinary income, the first retiree may keep about $79,000 after a 15% federal qualified-dividend rate and 6% state tax. The second may keep... Your Dividend Yield Isn't Your Income: What You Really Keep After Taxes

247wallst.com - 2026-07-12 11:24:03

One of the few downsides of passive income from stocks and bonds is that the income generated by those investments is subject to federal and state income tax.

247wallst.com - 2026-07-10 08:18:08

The pitch for the iShares National Muni Bond ETF (NYSEARCA:MUB) is almost aggressively boring, and that is the point. While every brokerage feed screams about AI capex and $4 trillion market caps, MUB quietly sits on $45.7 billion in assets and does one thing. It pays federally tax-exempt interest from a giant, diversified pool of... Forget Flashy AI Stocks: This $45 Billion ETF Is Built for Tax-Free Income

247wallst.com - 2026-07-07 15:30:29

Compare risk profiles, tax advantages, and performance trends to see how these two leading fixed income ETFs stack up for different investor needs.

fool.com - 2026-07-06 11:10:07

Vanguard Intermediate-Term Corporate Bond ETF offers a lower expense ratio and higher distribution yield than iShares National Muni Bond ETF iShares National Muni Bond ETF has experienced significantly lower volatility with a much shallower maximum drawdown over the last five years The Vanguard fund focuses on investment-grade corporate debt while the iShares fund provides federally tax-exempt exposure to municipal bonds

fool.com - 2026-07-04 10:41:46

Congratulations, you cleared $400,000 this year. Now meet your silent partner: the IRS, who is taking 35% of every dollar you earn above the top-bracket threshold, plus a slice of your interest income, your short-term gains, and your non-qualified dividends. At your income level, where you park your money matters almost as much as what... You Earn $400K and Hand the IRS 35%. These 3 ETFs Help You Keep More

247wallst.com - 2026-07-01 19:20:05

Bond ETF inflows are running 60% ahead of last year's level, which was itself a record pace, a rise that a BlackRock executive described as "shocking" to CNBC. Elevated stock market volatility, a new Fed chair, and ongoing inflation fears are all part of the picture as investors in the market hunt for maximum "real yield.

cnbc.com - 2026-06-25 13:17:04

The U.S. Federal Reserve is becoming tougher for Wall Street to forecast, with dramatically different views ​on where monetary policy is headed.

reuters.com - 2026-06-25 06:07:50

Lindsay Rosner, who runs multi-sector fixed income at Goldman Sachs Asset Management, went on CNBC this morning to translate

247wallst.com - 2026-06-24 13:20:39

The early 1970s made for interesting times. Political turbulence amid the Vietnam War, cultural rebellion, and escapist entertainment were rampant.

etftrends.com - 2026-06-23 08:28:36

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios.

247wallst.com - 2026-06-22 15:05:37

Vanguard Intermediate-Term Treasury ETF offers a lower expense ratio and higher trailing-12-month dividend yield than iShares National Muni Bond ETF. iShares National Muni Bond ETF provides exposure to tax-exempt municipal bonds, while Vanguard Intermediate-Term Treasury ETF holds government-backed securities.

fool.com - 2026-06-22 13:55:01

Vanguard Intermediate-Term Treasury ETF offers a slightly lower expense ratio and a higher trailing distribution yield than iShares National Muni Bond ETF. iShares National Muni Bond ETF has generated higher total returns over the last 12 months while maintaining a lower maximum drawdown over a five-year horizon.

fool.com - 2026-06-22 07:33:45

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:01 - US-Iran Latest 00:01:15 - Brent Crude, Oil Prices 00:02:02 - Bond Yields 00:02:38 - Keir Starmer, UK Gilts Pressure -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-06-22 03:38:11

For retirees and conservative income investors weighing bond ETFs, two funds dominate the conversation: the iShares National Muni Bond ETF (NYSEARCA:MUB) and the Vanguard Total Bond Market ETF (NASDAQ:BND).

247wallst.com - 2026-06-20 10:00:22

The odds of rate hikes are rising as inflation stays hot. Traditional bond ETFs will struggle, but inflation-protected bond ETFs could thrive.

fool.com - 2026-06-19 15:36:37

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:05 - Dollar Rally Builds, Hawkish Fed Meeting 00:01:48 - Metals Decline 00:02:44 - Burnham Wins UK By-Election -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-06-19 03:47:28

For the past two years, the easiest way to play artificial intelligence was to buy the companies building the technology. NVIDIA Corp. (NASDAQ:NVDA) became the face of the AI boom as hyperscalers raced to buy graphics processing units, build data centers and expand computing capacity.

benzinga.com - 2026-06-18 13:27:53

In 2021, Elon Musk paid over $11 billion to the IRS (his 2026 federal tax may be significantly larger, due to the SpaceX IPO).

247wallst.com - 2026-06-16 09:42:23

By some estimates, 11,000 baby boomers retire each and every day. For those keeping score at home, that works out to be 4.1 million boomers leaving the traditional workforce every year.

etftrends.com - 2026-06-15 17:23:12

The $30 Treasury market is taking a wait-and-see approach to the U.S.-Iran peace framework deal and to Kevin Warsh's first meeting as Federal Reserve chair.

marketwatch.com - 2026-06-15 15:41:00

Treasury yields spiked in May over expectations that the Federal Reserve will raise interest rates in 2026. The 30-year Treasury bond yield surged to 5.18% last month, the highest payout since July 2007.

fool.com - 2026-06-15 05:12:00

Vanguard Total Bond Market ETF offers a lower expense ratio and higher dividend yield than iShares National Muni Bond ETF iShares National Muni Bond ETF has outperformed on a 1-year total return basis and has a smaller maximum drawdown over the last five years iShares National Muni Bond ETF concentrates on tax-exempt municipal bonds while Vanguard Total Bond Market ETF tracks the broad taxable bond market

fool.com - 2026-06-13 17:52:51

For much of the past several weeks, the Federal Reserve appeared to be getting backed into a corner.

247wallst.com - 2026-06-12 10:17:44

Italy is working on a new bond aimed exclusively at institutional investors to tap growing demand for ‌inflation-linked products among banks, funds and insurers, the Treasury's debt chief said.

reuters.com - 2026-06-12 06:31:39

Vanguard Intermediate-Term Treasury ETF has a lower expense ratio of 0.03% and a higher trailing-12-month distribution yield of 3.90%. iShares National Muni Bond ETF provides federally tax-exempt income through high-quality municipal bonds while Vanguard Intermediate-Term Treasury ETF holds government-backed debt.

fool.com - 2026-06-11 11:14:01

Bond markets are resetting ahead of key data, Treasury auctions, and a crucial Fed meeting.

barrons.com - 2026-06-09 07:34:00

Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes.

etftrends.com - 2026-06-08 12:43:15

The artificial intelligence boom has spent three years as a stock market story. This year it became a bond market problem.

forbes.com - 2026-06-06 11:30:17

A married couple filing jointly with $400,000 of taxable income occupies one of the highest tax brackets many affluent retirees and professionals will encounter before reaching the top tier. At that income level, federal taxes already take a meaningful bite out of interest income, and investors in high-tax states can face an even steeper combined burden.... This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

247wallst.com - 2026-06-06 05:41:49

The mechanics of retirement income are often simpler than the investment products marketed to provide it. A 72-year-old retiree with $1.1 million invested and an income goal of $52,800 per year, or $4,400 per month, needs a portfolio yield of roughly 4.8%. Everything else, from security selection and account placement to rebalancing decisions, revolves around... A 4.8 Percent Yield Portfolio That Lets a 72-Year-Old Sleep Through Every Quarterly Earnings Surprise

247wallst.com - 2026-06-04 11:46:17

The 10-year Treasury yields 4.43%, which sounds competitive until a high earner runs it through the tax screen.

247wallst.com - 2026-06-02 10:38:48

The Bank of Japan should provide a clear roadmap for policy normalisation following an anticipated interest rate increase in June to help stabilise the government bond market, according to Arihiro Nagata, global markets chief at Sumitomo Mitsui Financial Group. Speaking to Reuters, Nagata said he expects the BOJ to raise interest rates at its June 15-16 policy meeting and stressed that the central bank's communication regarding future policy moves will be closely watched by financial markets.

invezz.com - 2026-06-02 02:45:11

The price data already shows the pressure building. WTI crude closed at $112.25 per barrel on May 18, 2026, up 30.7% over the prior month and sitting at the 98.4th percentile of its 12-month range.

247wallst.com - 2026-05-31 12:35:58

A blended 5.8% yield on a $1 million portfolio generates roughly $58,000 in annual income, enough to cover a significant portion of basic retirement expenses before Social Security enters the picture. But the more important question is not just how much income the portfolio produces. It is how that income is taxed. Two retirees receiving... A Million Dollar Dividend Portfolio Engineered to Pay $58,000 a Year in Mostly Tax Advantaged Income

247wallst.com - 2026-05-30 07:13:13

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

youtube.com - 2026-05-29 12:00:03

A carousel of leaders has taken its toll, driving up borrowing costs and dragging down investment.

barrons.com - 2026-05-29 01:00:00

Gold drops as rates rise on Thursday, as we continue to see higher yields work against the value of gold. At this point, we are seeing a lot of overhead pressures, but still have a longer-term bullish run possible.

fxempire.com - 2026-05-28 10:19:50

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

247wallst.com - 2026-05-28 04:48:55

A $75,000 salary sits at the top of the U.S. median household range, but for a retiree in a high federal and state bracket, replacing it with taxable income means earning much more before Uncle Sam takes his cut.

247wallst.com - 2026-05-27 05:27:31

CPI Inflation recently accelerated to a three-year high due to elevated energy prices tied to the U.S-Iran conflict. Treasury bond yields have risen sharply due to expectations that the Federal Reserve will pivot to interest rate hikes.

fool.com - 2026-05-26 04:48:00

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care.

247wallst.com - 2026-05-25 16:50:31

Joumanna Bercetche, Tom Mackenzie and Ven Ram break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:03 - Potential Iran Deal, JGBs 00:01:17 - Bond Market Selloff 00:01:54 - USD-Japanese Yen -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-05-25 03:15:34

Reid L'anson breaks down how the war in Iran is impacting the energy market. He says coming into the year thinking we'd be short on oil helped coming into geopolitical conflict, but every day the Strait of Hormuz stays closed we lose profit.

youtube.com - 2026-05-22 16:32:06

Bloomberg's Aashah Shah joins Scarlet Fu on "Bloomberg Real Yield." May has been a strong month for muni bond issuance, with about $35 billion of sales so far this year.

youtube.com - 2026-05-22 15:46:52

High-bracket retirees face a math problem that taxable bond funds cannot solve: every dollar of interest income gets taxed at the federal marginal rate, often layered with a state tax bite.

247wallst.com - 2026-05-22 09:44:43

The usual advice is to hold only 60% of your assets in stock. If you're wealthy, a 90/10 split is far better.

wsj.com - 2026-05-21 17:10:00

For most of the past two years, investors have focused on the stock market's resilience.

247wallst.com - 2026-05-20 12:07:27