Commit to a Bond Fact-Sheet Check
Create a specific fixed-income checklist commitment for the next bond or bond fund review.
checklist Bond or bond fund fact-sheet review before a recommendation Use this when reviewing a fixed-income quote, bond fund fact sheet, municipal offer, or client statement where yield is being discussed. Before recommending a corporate bond with a higher spread than peers When reviewing a municipal bond offer with tax-exempt yield and possible call terms Before moving reserve cash into a bond fund with duration above the spending horizon When a client asks whether a callable premium bond is better than a lower-coupon noncallable bond When I review my next fixed-income opportunity, I will write this nine-field check before discussing…
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