Adviser uses a bond ladder in his own IRA, believes ‘safety trumps yield’
Uses Treasury strips for tax purposes, holds stocks inside his Roth IRA, which is also a good tax strategy.
It’s one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you’re managing your own portfolio. With that in mind, InvestmentNews is taking a close look at how financial advisers allocate their personal assets. We are looking for volunteers to help us illustrate the myriad ways one can and will navigate the current economic environment, while investing for the long term. Interested? Email Jeff Benjamin or Trevor Hunnicutt.
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