How to Help Clients Navigate Bonds Before Rate Cuts

Expert Opinion August 21, 2024 at 01:49 PM
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What You Need To Know

  • The Federal Reserve appears likely to cut interest rates, possibly as soon as its September meeting.
  • A bond ladder may be a way to lock in current higher rates for at least a portion of bond exposure.
  • Part of any portfolio rebalancing analysis should include the tax effects.
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