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Bonds are a comfortable retreat in risky financial times, especially when stocks are plummeting. But profiting from these investments takes a more sophisticated strategy than your clients might expect.
For years, market strategists have contended that, over the long term, stocks are actually less risky than bonds. But will that theory hold going forward?
Don't assume that just because your clients are invested in bonds, you can leave their portfolios on autopilot. Here's a list of circumstances that should prompt you to reevaluate clients' investments in bonds.
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Social Security and Medicare Workshop
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