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Talk Your Book: Fixing Fixed Income

Animal Spirits Podcast

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How to Build a Bond Ladder for Your Clients

An adviser who's got a hundred clients, and each of them has a different ladder. How do you come in and then solve and make their life easier? Well, i'll answer both questions with an analogy. I think the idea here is it's a lot like filling up your gas tank. The correct combination of gas from those different stations provides the ideal output. That gets more complicated when you have a hundred cars and a thousand gas stations.

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