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.

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