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As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult.
Another immediate way that advisors can help ease the impact of inflation for clients is to create a cashmanagement strategy (i.e., Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals.
Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cashmanagement strategy.
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