cb3 tertiary banner
Staying Ahead of the Curve on Bonds
Michael and David discuss the challenges and opportunities of targeted bond investing.
cb15 resource post
Authors
Michael Finke
PhD, CFP®
David Blanchett
PhD, MSFS, CFA, CLU®, ChFC®, CFP®
Subscribe to Newsletter
Related Posts
FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsOctober 18, 2023
With rates on bonds fluctuating for the first time in a long while, our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® take a look at the upside of investing in short versus long-term bonds and how bonds fit into a successful financial portfolio in our Wealth, Managed Podcast.
Related Posts
FinServe Ambassador Talks Coordinated Legacy Planning
View Details