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Bond Ladders Gain Traction in Direct Indexing
Analysis February 06, 2024 at 04:23 PM
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What You Need To Know
- Direct indexing isn't just for stocks, Jonathan Rocafort of Parametric says.
- Tax-loss harvesting may have added benefits in a fixed income portfolio versus an equity portfolio.
- Bond ladder investors could benefit if the Fed leaves rates high for longer than expected.
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