This article really resonated with me. Especially the part about asking clients “If your grandchildren could describe your legacy in one sentence, what would you want them to say?” It is powerful. It shifts the conversation from accumulation to meaning. As some of us approach our twilight years, it really puts what is important into perspective. Great call-out.

Good read, thanks.

Makes sense.

Good read, thank you!

Thank you for sharing, it was very good.

Good read, thank you.

Good read, thank you.

In your view, what are the most compelling alternative fixed-income approaches for minimizing concentration risk—such as blending individual short-duration Treasuries, alts, or diversified credit—and how should investors balance these strategies based on their own risk tolerance and income needs?

Good read, thank you.

Good read, thank you.