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Why This Top Advisor Is Bullish on Muni Bonds, Value Stocks, and Alts

Barron's Advisor

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Investing in Private Equity and Private Debt

Today, we are holding a lot of money in short duration muni bonds for our taxable clients. And like I said, we certainly expect the volatility to continue and that should remove some of the risk from portfolios. On an overall asset allocation basis, we are overweight alternatives. We think that that is an asset class, specifically private equity and private debt, where you're going to find opportunities for outsized returns.

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