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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

Intro

This chapter explores liability-driven investing (LDI) and its role in constructing retirement portfolios while managing sequence of return risk. It emphasizes strategies such as using closed-end bond funds for stable income and discusses portfolio adjustments in response to macroeconomic trends.

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