This past year in the market has been difficult for just about everyone. Even conservative investors, who felt comfortable in bonds or fixed income have seen those returns near 40-year lows. As we look ahead to the new year and work with clients to build out diversified portfolios, we want to spend a little time unpacking bonds and helping you understand the pros and cons for investing in individual bonds versus bond funds
Laura Stover, RFC® and Michael Wallin, CFP® will discuss the framework needed to put a well-balanced strategy and help you understand how we help people make their investment decisions. They’ll also explain the pros and cons to bonds and bond funds and share some alternatives that might be worth considering depending on your risk appetite.
So much of bond investing depends on interest rates and the state of the market so we’ll also look ahead at 2023. Will the Fed be able to bring inflation back down and to what level? Let’s dive in and take a closer look at the bond market and how they fit into an investment strategy.
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Timestamps (show notes):
3:54 – Defining each of these
4:53 – Investors have to make a decision
7:30 – Pros and cons for individual bonds
13:00 – Other fixed rate options
16:32 – Making investment decisions based on news
21:12 – Putting the framework in place to make the best choice
27:35 – Will the Fed get inflation under control in 2023?
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