When it comes to fixed income, there is no single strategy to meet every client’s needs; we believe clients are much better served with a goals-based approach.
Since the Global Financial Crisis, fixed income has turned from what has traditionally been a fairly straightforward asset class into one that investors may find disorienting.
In order to grow wealth over the long run, history has taught us the importance of keeping clients invested throughout all market cycles. As we continue to march along this historical run of U.S. [...]
For traditional fixed income investors, much of the last 30 years have been nirvana; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond [...]