Equipping Points:
Are bonds really the safe investment we’ve always been told they are? What percentage of assets should a retiree or pre-retiree hold in bonds? In today’s episode, Eric addresses some of his most frequently asked questions about the world of bonds…
Listen in as he helps us understand what bonds are, how they work, and their role in a portfolio. Eric covers the basics of bonds, the differences between individual bonds and bond funds, and the impact of interest rates on bond prices. He also provides insights into the traditional 60/40 portfolio strategy and why it might be time to consider alternative investment options.
Here’s some of what we discuss in this episode:
- What is a bond and how does it work?
- How do bond funds and individual bonds differ?
- What makes bond prices rise or fall?
- What percentage of assets should a retiree or pre-retiree hold in bonds?
- What alternatives to bonds might be considered for safer investments?
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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