Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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October 24, 2017
Retirement Plan Update
July 10, 2023
August 2, 2023
Global insight monthly
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.