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Investors have shunned fixed-income securities over the past decade, thanks in large part to low interest rates. As interest rates rise, advisors are once again turning to fixed income and alternative investments to help clients manage risk.
Josh Flade, CFA and Orion deputy chief investment officer, explains the critical role fixed income and alternative investments play in diversifying investors’ portfolios. Flade discusses how to determine when these assets are appropriate for clients based on their financial goals, risk tolerance and time horizon.
