[Series 65] 48, Fixed Income Portfolio Strategies
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - To differentiate passive bond strategies: laddering for steady cash flow, barbells for a yield/liquidity mix, and bullets for a specific future liability. - That immunization is a method to offset interest rate risk by matching a portfolio's duration to an…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.