We help high net worth individuals, their families, and corporate entities achieve their financial goals. We accomplish this by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.
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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Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
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