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The Practical Application of the Bond Ladder: Functional Asset Allocation’s Deflation Hedge
Oct 25, 2021 Alliance of Comprehensive Planners, Inc.| Many members struggle with bond ladder details. The concept is clear but building a theoretical bond ladder is different than an actual ladder. As time allows the following questions will be addressed: 1. Is May or November better? Why? 2. Is principal or coupon better? Why? 3. How far out to use Cash or CDs, vs bonds? 4. What if their savings account pays better than both? 5. How to get the best quotes (exactly who to call besides the custodian)? 6. What to do with the rest of the fixed income allocation, i.e., bond funds/bullet shares? 7. Is there an alternative to the ladder? 8. When should alternatives be considered? |
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