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Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
This piece is approved to use with clients.
Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.