Latest Insights
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White paper: Taking 529 plan distributions with confidence
- Our Blog
- White Paper
Columbia Threadneedle Investment Team
Before an investor starts taking distributions from a 529 plan, it’s important to understand the mechanics and potential tax pitfalls. Our five tips can help.
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Uncovering an overlooked benefit to floating-rate loans
- Our Blog
- White Paper
Columbia Threadneedle Investment Team
The appeal of floating-rate loans usually peaks when interest rates are rising. But they may help diversify your portfolio in any environment.
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White paper: When can risk mean opportunity?
- Our Blog
- White Paper
Gene Tannuzzo, CFA, Deputy Global Head of Fixed Income
There’s more to bond investing than interest rates. And understanding the four key risk factors can help investors navigate the fixed-income market.
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Reducing interest-rate risk in a muni bond portfolio
- Our Blog
- White Paper
Catherine Stienstra, Head of Municipal Investments
Traditional muni indices are concentrated in higher quality bonds and may have more interest-rate risk.
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Tracking the Agg? Why the bond index may not work for investors.
- Our Blog
- White Paper
Edward Kerschner, Chief Portfolio Strategist
The Agg is more than an index. It’s the basis for financial products that represent large fixed-income allocations for many investors. What’s wrong with that?

Investor Newsletter
In This Issue:
- Five-year forecast for asset class returns
- Solutions for a strategic approach to income
- 5 tips for taking distributions from a 529 plan
- Boston Triathlon - a day of fun for a good cause