5 Great Fixed-Income Funds to Buy Now

Michael Ashley Schulman
2 min readJan 28, 2024

January 25, 2024

Running Point and I were quoted a couple days ago in “5 Great Fixed-Income Funds to Buy Now,” a U.S. News & World Report article by Tony Dong, MSc, CETF®.

“Some of the best bond ETFs have low fees, track close to their net asset value, have very tight bid-ask spreads of a penny or less and performance that closely hugs its benchmark,” says Michael Ashley Schulman, partner and chief investment officer at Running Point Capital Advisors. A great example is IUSB, which tracks the Bloomberg U.S. Universal Index. Currently, this ETF features a small 30-day bid-ask spread of just 0.02%, an indicator of excellent liquidity.

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#familyoffice #multifamilyoffice #RIA #wealthmanagement #moneymanagement #familybusiness #fixedincome …..Article link: https://lnkd.in/gxVWY5dM

Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-12

Originally published at https://money.usnews.com.

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Michael Ashley Schulman

Avid traveler and art fan, also Partner & Chief Investment Officer @Running Point Capital, a multifamily office and ultra high-net-worth money-management firm