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New Ways to Help Clients Move Beyond the 60/40 Portfolio
Commentary September 03, 2024 at 01:55 PM
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What You Need To Know
- The transparent ETF wrapper is increasingly an investment vehicle of choice, especially for taxable accounts.
- Advisors have been sidestepping interest rate risk of fixed income and increased correlations between stocks and bonds.
- Derivatives became a dirty word during the global financial crisis, but new tax-efficient, transparent, options-based strategies can help clients meet their goals.
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