Wall‑Street‑Tested, CE‑Accredited Bond Training.
CE‑accredited, 20‑year bond expertise distilled into interactive lessons that give advisors instant client‑ready confidence.
Cut through the noise. Give your team the bond market insights forged over two decades on Wall Street—explained simply, delivered interactively, and designed for real-world conversations with clients.
Larger than U.S. equities—the bond market can’t be ignored.
Most retail accounts lack adequate fixed income—an advisor opportunity.
Predictable income matters more than ever—and bonds deliver it.
Fixed Income Resources, LLC offers a powerful 90-minute interactive session
Demystifying the Bond Market—a live, 90‑minute interactive workshop led by Chuck Urquhart, CFA. Advisors get jargon‑free strategies drawn from decades navigating bull runs, bear cycles, credit dislocations, and rate shocks. Delivered on‑site or virtually, coast‑to‑coast.
Why This Session
Stands Out
🕐 90 Minutes
A fast-paced, interactive format designed to engage advisors and maximize practical value.
📊 90 Minutes, Zero Fluff – fast‑paced and highly interactive.
🎓 100 % Practical Content – ready to use in the next client call.
20+ Years of Expertise – real stories from Lehman, Fidelity, and beyond.
What Your Reps Will Gain
📘 Plain-English concepts
Duration, OAS, ladders—finally clear.
🗣️ Stronger conversations
Speak credibly about risk and income.
🌍 Market perspective
Lessons from every cycle since 2000.
📝 Instant takeaways
Talking points usable the same day.
❓ Real Q&A time
Advisors ask what Google can’t answer.
🚀 Competitive edge
Institutional‑grade clarity sets you apart.
Fixed Income:
The Blind Spot
That Costs AUM
What your firm doesn’t say about bonds might be saying more than you think.
📉 The Pain
RIAs control $6 T yet keep < 25 % in active bonds; 40 % of affluent investors rank income as #1 concern.
⚠️ The Risk
Avoiding bonds exposes rollover risk, underserves stable clients, and misses history’s largest wealth transfer.
✅ The Fix
One 90‑minute session arms your team with the clarity to own the income discussion and retain vulnerable assets.
Real Feedback from Industry Peers
Chuck is that resource.” Evolving market structure. New bond platforms and electronic trading. More data to filter and consume. Not much transparency. Is the pricing “good”? Advisors need help understanding the intricacies of the fixed income market and guidance to make the “right” choices that fit their business model and the needs of their customers. Chuck is that resource.
Chuck is one of the very best.” I have worked with a lot of fixed income specialists in my career, and Chuck is one of the very best. Although technology has managed to disrupt and commoditize many markets, the sheer number of fixed income issues — in the millions — calls for someone with the expertise and wisdom to help guide RIAs and their clients toward appropriate solutions. I would recommend Chuck without hesitation. I firmly believe he will be very successful in his new venture — and that he will most definitely help many advisors and clients achieve their business and financial goals.
Why Me. My Mission
Twenty‑plus years on the bond desk—from 2008’s chaos to COVID’s volatility—I’ve helped advisors cut through noise and talk bonds with clarity.
I founded Fixed Income Resources to make bond concepts simple, real, and usable—no jargon, no fluff, just experience that translates directly to client conversations.
