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Should Retirement Savers Own Bonds?

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Manage episode 347730869 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bonds are on track for their worst year in history.

In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.

To help address those concerns, I’m covering three things today:

  1. Why bond yields are NOT moving in lockstep with interest rates set by the Fed
  2. How long it takes for bond losses to recover
  3. Why retirement savers should maintain exposure to bonds for the long run

I'm also sharing the pros & cons of laddering bank CDs as a bond fund alternative.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

✏️ Grab the Episode Show Notes

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 347730869 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bonds are on track for their worst year in history.

In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.

To help address those concerns, I’m covering three things today:

  1. Why bond yields are NOT moving in lockstep with interest rates set by the Fed
  2. How long it takes for bond losses to recover
  3. Why retirement savers should maintain exposure to bonds for the long run

I'm also sharing the pros & cons of laddering bank CDs as a bond fund alternative.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

✏️ Grab the Episode Show Notes

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

202 episodes

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