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NEWS & COMMENTARY

Dollars & Sense: Know the basics of bond strategies

December 06, 2014

When it comes to your fixed income investments, is it better to take the seemingly simple approach of using bond funds, or is it better to take the more customizable approach of selecting individual bonds? "There are arguments to support both approaches, and the bottom line depends upon cost and effectiveness, the value of things like customizing cash flows and maximizing tax deficiencies, and the risk nature of the fixed income exposure desired," says Brian Battle, director at Performance Trust Analytics Group.

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