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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets

WEALTHTRACK

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Managing the Impact of a Devastating Year for Bond Investors

This chapter explores the impact of a difficult year for bond investors and offers guidance on how to cope with it. It highlights the significance of incorporating shorter and intermediate-term bonds in fixed-income portfolios, as they exhibit lower volatility and align better with bond characteristics. It also underscores the notion that higher interest rates can mitigate bond risks by offering a cushion through increased yields.

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