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Wednesday, February 24, 2021
Financial Planning Blog: February 2021
Posted in Blogs
Has the Pandemic Affected Your Retirement Plans?
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Wednesday, January 27, 2021
Financial Planning Blog: January 2021
Posted in Blogs
Is a Roth IRA Conversion Right For Me?
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Monday, December 14, 2020
Financial Planning Blog: December 2020
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Financial Planning for the New Year
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Latest Research and White Papers
Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.
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