Not every advisor sees a role for alternative investments like private placements or nontraded REITs. For those who do, making the allocations in reaction to declines in traditional portfolios is a mistake.
The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.
Zephyr Market Strategist Ryan Nauman highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year.