Focus on Sector Diversification – Modest shifts in duration and among sectors to maximize opportunities in changing economic and interest rate environments
Comprehensive Research – Central to our investment process and risk management approach
Active Management – Invest across multiple investment grade sectors to help enhance return opportunities and manage risks
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Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.
