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How to leverage the rare opportunity of discounted fixed-income investments to balance your portfolio during this disconcerting time.

With inflation at its highest since 1981, how can you focus your portfolio towards investments to weather a recession?

Investors holding cash for short-term purposes like taxes or down payments might consider T-Bills for extra yield.

Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.

Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.