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Articles on Wealth Management Topics

An Allocation to Investment-Grade Fixed-Income Securities in the Current Market Environment

If recent conversations with clients are any indication, a primary worry out there is how to plan for, or guard against, the "inevitability" of higher interest rates, a.k.a. falling bond prices. Most of these discussions arise from genuine concerns about the future performance of fixed-income investments given this backdrop. Some arise from a touch of performance-chasing, i.e. "Stocks have done so well in the last few years, so why not allocate more of our portfolio to them at the expense of our bond allocation, which has been languishing?".

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Value is Trumping Growth

Some stocks are deemed to be "value" stocks, while others are labeled "growth" stocks. The "value" label is most commonly given to stocks with low prices relative to the company's earnings or sales revenue or cash flow or accounting book value.

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