Bonds have taken it on the chin just a short time after flying high in 2019. We all know the rise and dramatic fall of bond values have been tied to interest rates, but where do they go from here? The Helios team will discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations. As always, we take all this complex data and distill it in a simple way that provides great talking points for clients. Join us!
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
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Chris Shuba
Chief Executive Officer
Helios Quantitative Research
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Joe Mallen
Chief Investment Officer
Helios Quantitative Research
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Jason Van Thiel
Director of Research
Helios Quantitative Research
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Diana Britton – Host
Managing Editor
WealthManagement.com
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