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When inflation rises, TIPS offer higher nominal returns, whereas stocks and bonds are likely to fall.
Don't assume that just because your clients are invested in bonds, you can leave their portfolios on autopilot. Here's a list of circumstances that should prompt you to reevaluate clients' investments in bonds.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025