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Building a bond portfolio for retirement

Let a Schwab Fixed Income Specialist Help with Your Bond Portfolio Management

At Schwab we are committed to helping you build a bond portfolio that fits your needs. In the following video, Fixed Income Specialist Adam Paulsen, one of our nearly 100 dedicated fixed income specialists, explains how he starts and maintains his relationship with a client who is approaching retirement. In this example, Adam assesses his client's retirement portfolio, recommends a ladder strategy, and helps his client manage his bond portfolio periodically.


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