Balancing Stocks, Bonds, Cash, and Your Financial Goals
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How do financial advisors mix stocks, bonds, and cash to achieve the best returns to meet each person’s financial needs? In today’s episode, Scott Frank and Meg Bartelt discuss the unique risks and potential returns each one offers; focusing on these primary asset classes can lead to a more stable and profitable investment strategy. They dive into the various types of bonds—government, municipal, and corporate—and their role in your portfolio, while delving into the importance of credit ratin...
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