In times of uncertainty, one thing remains certain: your clients need to continue to work toward their goals—and above all, you need to help them stay focused on their long-term objectives amid the current volatility. Sourcing income and managing potential income volatility in this new rate regime presents unprecedented challenges for investors. What’s topical now, more than ever, is how advisors are re-evaluating allocations to source income.
This webcast provides a capital markets overview and suggested methodology that could help financial advisors diversify risks ahead. Windham Capital Management and Horizon Investments will join Columbia Threadneedle for a panel discussion on how firms are navigating through these markets and suggestions surrounding portfolio implementation, including:
- An overview of the current fixed-income market environment
- How to manage potential income volatility in this new rate regime
- How financial advisors can diversify their fixed-income portfolios during these changing market conditions
- An alternative fixed-income allocation methodology and its benefits in the current market
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
SPONSORED BY
Edward Kerschner, CFA
Chief Portfolio Strategist
Columbia Threadneedle Investments
Jay McAndrew
Vice President, National Sales Manager
Columbia Threadneedle Investments
Robert Bernstein
Managing Partner
Windham Capital Management
Austin Fitch
Senior Analyst
Horizon Investments
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
