One of the biggest challenges facing retirees is trying to find the “right” amount of money to receive on a monthly basis.
The outbreak of the global COVID-19 pandemic resulted in historic economic and market volatility in the first
quarter of 2020.
An Informative Guide for Investors Who Seek Growth and Preservation of Wealth. The Markets and Convertible Bonds: A Plan to Stay the Course.
Convertibles are a unique asset class that is often overlooked by many investors. They can offer the best of both worlds, combining desirable features of both stocks and bonds.
An informative historical review of bull and bear markets leading up to the present state of our global economy
Stock and bond market commentary from the Portfolio Managers of the Wellesley convertible bond strategy
This piece discusses how implementing a convertible bond strategy as an “equity replacement” can allow investors to stay long the market while potentially enhancing downside protection.
Explore how convertible bonds may mitigate interest rate risk in a fixed income portfolio during rising rate environments
This piece looks back at the two stock market downturns from 2000-2009 and how investing in convertible bonds could have produced meaningful returns over that same time period.
Learn how investors can utilize convertible bonds in a diversified portfolio to achieve the same outcomes that traditional alternative investments have historically provided.