What are some of the tools and technologies that financial advisors use to help clients manage their bond portfolios and track their progress towards their financial goals?

May 17, 2017 ... This document is a general communication being provided for informational purposes ... yield to maturity (YTM) and yield to call (YTC). Gross YTW ... Aug 5, 2021 ... The information provided here is for general informational purposes ... Bank loans are also subject to maturity extension risk and prepayment risk ... Jan 28, 2015 ... an appraisal or an assessment of their capability, they will potentially yield ... That package right there is informational to your senior ... Yield to Maturity. 4.09%. Yield to Worst. 3.64%. Weighted Average Coupon. 4.08 ... These materials are being provided for illustrative and informational purposes. Fund Information. Style: High Yield Bond Total Net Assets: $20.005 Billion. Mar 7, 2023 ... Figure 4: Initial yields of target maturity portfolios are significantly more attractive ... ment advice;(4) are provided solely for informational ... Sep 30, 2024 ... For the most part, bonds with longer maturities yield more than bonds with shorter maturities. ... For more detailed information about conflicts ... Yield to maturity (view definition). 5.63%. Average market price (view ... 2Information on return of capital distributions (if any) is only provided from ... Duration is a measurement of a bond's interest rate risk that considers a bond's maturity, yield, coupon and call features. The maturity date refers to the ... In Flannery's and Diamond's models, asymmetric information causes some firms to choose short maturities because they are less likely than other firms to have ...