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Professional Insights

Bob Veres Inside Information: Aug. 2020

Aug 01, 2020 · 1.3 MB Download

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Bob Veres discusses a new service that can automate your social media posts and help you create client newsletters. In the Aug. 2020 issue, you will find this service profiled along with the following investment centric articles:

  • Create portfolios that will outperform a simple bond ladder in those dangerous rising interest rate environments. If you avoid certain sectors of the municipal bond market, you leave behind 80% of the default risk.

  • Marketing: How to automate the process of sending out

Download the Inside Information – August 2020

File name: insideinfo-august2020.pdf

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