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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Financial Advisor Success

CHAPTER

Enhancing Retirement Portfolios with Fixed Income Strategies

This chapter explores the complexities of implementing fixed income strategies in retirement portfolios, critiquing the reliance on open-ended mutual funds. It advocates for a proactive approach that includes diverse assets and closed-end funds, emphasizing their historical significance and the impact of market dynamics on enhancing portfolio returns.

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