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Thursday, February 18, 2010

Repositioning Your Portfolio

In this segment of Capital Connection - Protect Your Wealth with CNBC's Anna Edwards and Maura Fogarty, I reiterate the value of fixed income securities, particularly longer dated assets, as a way to mitigate short term volatility risk in the current markets.

Fixed income is largely the assets underlying the guaranteed life policies we often use in effecting multi-generational wealth protection plans and, with their bond-like returns, they have certainly come into their own during the past 24 months, particularly as a hedge against market turmoil.











posted by Charles Monat Associates at 5:16 PM


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