Unconstrained bond funds are being pitched as a way around rising rates but they don’t seem to be holding up their end of the bargain very well; maybe it’s time to look at individual bonds. Read the article here >>>
In this letter to the editor of Advisor Perspectives, Asset Dedication’s Stephen J. Huxley, PHD responds to Joe Tomlinson’s article, Retirement Portfolios: Fears over Rising Rates are Overblown. In Steve’s response, he discusses some the weaknesses of the underlying assumptions Joe Tomlinson uses when talking about bond funds in rising interest rate environments. Click here to read the letter >>>
In these videos, Stephen Huxley and Brent Burns of Asset Dedication sit down with Dave Littell and David Nanigian of The American College to discuss ways financial plans can be connected to investments. After creating these videos, The American College adopted many of the discussed concepts into the curriculum for their Retirement Income Certified Professional (RICP®) designation. Enjoy!