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Fixed Income Market: The bond market struggled most of the year with the effect of higher interest rates. The yield on the 10-year U.S. Treasury note – which moves inversely to prices – rose to over 5% in October. Bond prices then recovered with the Fed announcement and the yield was down to 3.88% at year end. The typical long government bond fund soared 11.9% in the quarter but only gained 3.0% for the year as yields crept higher over the first nine months.

Other Assets: Our aversion to long-term bonds remains. But we explore various maturities through laddered investments with a mix of U.S. Government, municipal, and high- quality corporate bonds. We also like the current opportunities in money market funds.   

 Also, for some clients. we look at alternative investments through Broadly Syndicated Loan vehicles and Collateralized Loan Obligations which can provide investors with greater security through collateral, yields, and a hedge against inflation through floating rate structures.

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