◀ The Principal Blog

Posts tagged ‘fixed income’

It’s Time for Some New Fixed Income Flavor in Your Portfolio



Equity investors can put their money to work across nine style boxes (think of the large-mid-small/growth-core-value matrix). That’s some diversification potential. Why is it then that some investors only have one flavor of fixed income in their portfolios? Why would investors demand nine styles…

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Is Jargon Getting in Your Way?



Think about the conversations you have with your current and prospective clients. They may nod, smile, and comment at the right times, but do they really understand everything you’re saying? We’re not talking about smarts. Your clients are bright and successful folks. It’s up to the financial…

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