Wednesday, March 29, 2023

Rethinking a 2023 rebalance as rate hikes remain

Rethinking a 2023 rebalance as rate hikes remain

For many, the traditional 60/40 stock/bond portfolio mix has been the go-to investment strategy and has held up well for decades. However, financial professionals should consider fixed rate products as an alternative when talking with clients about what to do with the 40% dedicated to fixed income.


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