Following its February launch of five equity ETFs and one fixed-income ETF, Capital Group recently launched three active fixed-income ETFs on the New York Stock Exchange. The three new funds include the Capital Group Short Duration Income ETF (CGSD), the Capital Group Municipal Income ETF (CGMU), and the Capital Group U.S. Multi-Sector Income ETF (CGMS). CGSD is a short-duration income fund that pursues high-quality income with low-interest rate sensitivity. CGMU is a core municipal fund that pursues tax-exempt income consistent with capital preservation while seeking total return, and CGMS is a diversified U.S. multi-sector income fund that pursues a high level of current income and the opportunity for capital appreciation. Mike Gitlin, head of fixed income for Capital Group said the following about the three funds, “We’ve deliberately built our three new active ETFs in categories that have historically been underserved by active ETF managers including multisector bond, municipal national intermediate bond and short-term bond. We believe these will help investors manage short-term cash needs, generate tax-exempt income, and benefit from some of the best starting yields we’ve seen in credit in years.”

Finsum:To meet underserved areas of the fixed-income market, Capital Group launched three actively-managed bond ETFs.

T. Rowe Price recently announced the launch of the U.S. High Yield ETF (THYF), an actively managed bond fund that began trading on the NYSE Arca. This is the fourth actively managed fixed-income ETF for the fund firm. The ETF follows the same process as its mutual fund counterpart, the T. Rowe Price U.S. High Yield Fund (TUHYX). The strategy is designed to provide a concentrated, yet balanced, portfolio primarily focused on U.S. high-yield bonds or bonds that are considered below investment grade. Both the ETF and mutual fund are managed by Kevin Loome, CFA, who has been at the firm for 16 years. Loome utilizes a disciplined, fundamental, bottom-up credit selection process, combined with forward-looking research to identify a concentration of high-conviction total return opportunities. While the fund mainly consists of high-yield corporate bonds, it may also include other income-producing instruments such as bank loans, convertible securities, and preferred stocks. 

Finsum:T. Rowe Price added to its active fixed-income ETF lineup with the launch of the T. Rowe Price U.S. High Yield ETF (THYF).

CrowdStreet Advisors, the in-house investment manager for the real estate investing platform CrowdStreet, recently announced plans to accelerate the development of private commercial real estate solutions for financial advisors. CrowdStreet Advisors provides access to private commercial real estate investments that had previously only been available to institutional investors. As of September 30th, the firm had $431 million in assets under management across separately managed accounts and more than 25 private funds. CrowdStreet REIT I (C-REIT), the firm's flagship fund, was recently launched and offers financial advisors a low-cost entry point for clients interested in private commercial real estate projects focused on growth and capital appreciation. C-REIT, which has so far raised $37 million, is available on custody platforms such as Fidelity, Schwab, Pershing, TD Ameritrade, and 17 self-directed IRA custodians. The accelerated expansion of these solutions is due to an increased need for client portfolio diversification and inflation protection.

Finsum: Due to increased demand for portfolio diversification, CrowdStreet Advisors is accelerating the development of private real estate solutions for financial advisors and their clients.

Stocks and bonds during the first half of the year?

Kerplunk. Scientifically speaking, of course.

That’s where balancing could come in handy, according to morningstar.com. Investors who abided by strategy dictated by discipline wouldn’t have taken as big a hit, according to morningstar.com.

Of course, rebalancing doesn’t come with any guarantees when it comes to generating an improvements on returns, results this year show why maintaining a tight rein on risk isn’t such a bad idea.

As an investor, whether you’ve been around the block a few times or are wet behind the ears, your priorities probably vary widely, according to smartasset.com.

Thinking about building a portfolio from scratch? Well, you might want to try this instead: you’ll be assigned a pre built model portfolio by many advisors.

Also consider that most investment advisors keep close tabs on and review their model portfolios to make sure they’re achieving their benchmarks and doing their thing at level that are proper. But that doesn’t happen at the snap of a snap of the fingers; instead the process entails rebalancing each portfolio, which your ability to maintain the asset allocation that was designated.

Fretting over salting away enough cash for retirement against the backdrop of the helter skelter ride, courtesy of the stock market?

Yeah, it’s a thing.

In the dawning days of September, the S&P 500 index of stocks saw almost 24% fly out the window, according to Sandy Wiggins, of ACG Wealth Management in Midlothian, appearing on wtvr.com. Bonds, what’s more, typically, regarded as a safer option than stocks, also hit the skids. Through that month, Bloomberg US Aggregate – the main bond index – kissed away 14.6%.

“It’s a scary time for investors, especially those who have retired or are planning to in the next few years,” Wiggins said, reported wtlocal.com. “However, the key to successful long-term investing is to keep fear from making decisions in such difficult times. Investor psychology is such that greed in good times and fear in bad lead to overreaction and bad decisions.

“First, realize that timing the market is a losing strategy,” Wiggins continued. “By timing the market, we mean moving from stocks to cash or something else conservative with the expectation of going back when things feel better. The best demonstration of the folly of market timing is to examine the impact on returns by staying invested and missing the best return days.”