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February 7, 2023

Bonds: A Balancing Act – Investment Research Brief

by: Savant
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Today’s bond market is much more dynamic than the grain delivery agreements made in ancient times. Yet the basic principle remains the same: lending another party capital for interest in return. Many investors, both institutional and individual, rely on bonds as a core component of their asset allocation for income and stability.

This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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