Why 10%+ Yields Can Wreck Your Retirement Income

My portfolio goal is sustainable, stress-free income—prioritizing safety over chasing high yields. Even though it might be very tempting, tilting investments towards 10%+ yields is not the smartest thing to do. The historical stock market annual return figure is around 10%, which is very difficult to meet for income investors, who are usually concentrated into fixed income factor (lower return potential).

Seeking Alpha • Dec 7, 2025

ETF Edge on signals of a new market cycle and top ideas for 2026

Although many ETF investors believe the Fed's December rate meeting is the final hurdle to clear in 2025, there are increasing signs that a new market cycle is already underway. Astoria Portfolio Advisors founder, CEO and CIO John Davi and LionShares CEO Sofia Massie sit down with CNBC's Contessa Brewer on “ETF Edge” to discuss the best way to position a portfolio as we near the end of the year, the set-up for 2026, key trends to watch for, and why it's important to look beyond the Mag 7.

CNBC Television • Nov 25, 2025

Bonds are heading for the best year since 2020

U.S. bonds are outperforming after years of volatility, with 10-year Treasury yields falling as inflation pressures moderate even with some prices still elevated.

Fox Business • Nov 18, 2025

Winners And Losers Of REIT Earnings Season

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

Seeking Alpha • Nov 14, 2025

When The Stimulus Stops

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

Seeking Alpha • Nov 9, 2025

VIDEO: ETF of the Week: CGMU

On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Capital Group Municipal Income ETF (CGMU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.

ETF Trends • Nov 4, 2025

AGG And BND Face Risk

Vanguard Total Bond Market ETF (BND) and iShares Core U.S. Aggregate Bond ETF (AGG) have underperformed cash over the past decade despite recent gains. Both AGG and BND face risks from potential interest rate increases, long durations, and narrow credit spreads, making them vulnerable to price declines. Given persistent inflation, high federal debt, and uncertain rate direction, cash, short-dated Treasuries, and TIPS currently offer more attractive risk-reward profiles than AGG or BND.

Seeking Alpha • Oct 28, 2025

Bonds Are Rallying on Economic Fears. They Have More Gains Ahead.

A cooling job market and U.S. government shutdown have investors running to the safety of Treasuries.

Barrons • Oct 21, 2025

Fixed Income ETFs Set New $325 Billion Record

With $1.01 trillion of net inflows for the year, ETFs are sure to break the 2024 record of $1.1 trillion, likely in November. However, with $325 billion of new money as of October 15, fixed income ETFs have already hit a new milestone for the year.

ETF Trends • Oct 17, 2025

The 3 Income ETFs I'd Use to Offset Social Security

If you are depending on Social Security for your retirement income, you might want to add reinforcements.

24/7 Wall Street • Oct 16, 2025