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Bonds are not boring


For many clients, bonds are an afterthought. They’re in the portfolio to provide stability, but clients think the real money’s made with equities.

While partly true, this view disregards the role fixed income plays in enhancing overall returns without necessarily taking on equity-like risk.

You can help clients understand the broader role of bonds by sharing our crash course on fixed income, which covers everything from bond basics to exotic strategies for the super-rich.

Pass these Articles along to clients to bring their knowledge of fixed income to the next level:

What is a bond?

Leave bond picking to the pros

Government bonds for safety

Look to the U.S. for higher yields

More yield, low risk with muni bonds

Use a bond ladder to safely draw down your portfolio

How safe is your yield?

Bond investing for wealthy clients

And have a look at these helpful tools to keep client conversations moving:

Advisor to Client Conversation starter iconConversation Starters

Advisor to Client Worksheet iconWorksheet

Advisor to Client Planner iconPlanner

Advisor to Client Client Email iconClient Email

Plus, here are more Articles to give clients food for thought:

Pros and cons of currency hedging

How the target inflation rate affects you

Smart investors avoid chasing yields

We hope these offerings help you spark meaningful and productive conversations with your clients.