Category

Bond Funds research

BlackRock's Diversified Fixed Income Fund Is Not As Diversified As It Sounds

BlackRock's BDVIX owns thousands of bonds, but retirement income diversification requires more than one income engine.

Refinedfi

8 min read

BlackRock's Diversified Fixed Income Fund Is Not As Diversified As It Sounds
Does Your Bond Fund Need Ozempic?

Does Your Bond Fund Need Ozempic?

The best bond funds for retirement are usually active, flexible funds, not debt-weighted indexes. Refined FI weighs inflation and stock-bond correlation first.

11 min read

Featured

HSA vs Roth IRA: Where Should Your Next Retirement Dollar Go?

Want a retirement edge most people miss? The HSA can beat the Roth IRA, if you know three rules. See the 2026 math.

10 min read

Does Your Bond Fund Need Ozempic?

The best bond funds for retirement are usually active, flexible funds, not debt-weighted indexes. Refined FI weighs inflation and stock-bond correlation first.

11 min read

Retirement Income Sources: More Than Stocks and Bonds

Retirement income sources that behave differently in difficult markets. Most portfolios are built to grow wealth. This one was built to distribute income.

7 min read