Breaking Bad Habits of Bond-Addicted Clients

Bond investors are licking their wounds with prices of U.S. Treasuries and corporate debt having recently dropped precipitously. The volatility, while being hard to stomach for many investors, is providing an attractive opportunity for advisors to strengthen client relationships by highlighting the risks associated with fixed-income investments and the need to maintain diversified portfolios. In doing so, advisors can help reverse a trend of retail investors continuing to miss out on potential equity gains.

Read more...

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.