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Richard Van Kuren Discusses Client Portfolio Allocation Shifts with Financial Advisor IQ

April 16, 2024

Senior Partner and Director of Research Richard Van Kuren, CFA® shared insights with Financial Advisor IQ on how looming federal rate cuts are prompting advisors to reconsider cash allocations in their clients’ portfolios. Rick discussed reintroducing duration into the portfolio, as well as prioritizing liquidity for upcoming needs and focusing on long-term portfolio positioning rather than short-term fluctuations.

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