No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
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.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025