A May 27 Investment News article by Jason Kephart raises some interesting points about the importance of brand names when it comes to investment funds. The article focuses on an increased emphasis on bond funds by Fidelity Investments, which is a mutual fund company that has been known primarily for investments in growth stocks. With the market crash of 2008 and the increasing number of aging Baby Boomer investors, companies like Fidelity are moving into more and more fixed income investments like bond funds.
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Rick is among the advisors cited in the article, which you can find here.
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