Fixed income investments can play several key roles in a portfolio from minimizing market volatility to creating income in retirement. The industry continues to focus on solving the decumulation phase of retirement savings.

This session will discuss various fixed investments including Money Market, Stable Value, Bonds, and Fixed Annuities along with the associated potential benefits, restrictions, and other things to consider. This session will also explore the active/passive debate, the benefits of diversifying your portfolio beyond core bonds, and how income from bonds can be leveraged in retirement.

  • Version
  • 0.00 KB File Size
  • September 9, 2019 Create Date
  • August 31, 2023 Last Updated
Role of Fixed Income Investments in a Portfolio