Bob Holz’s Post

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Business Development Officer at Charles Schwab Advisor Services

According to Schwab's 2023 RIA Benchmarking Study, more investors turned to individual bonds as a popular investment option, along with passive and active ETFs, private equity, and direct indexing. Get the latest on trends, yields, risks and more on our Market Commentary page. https://lnkd.in/gA78SKtT

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