146. Are Bonds a Good Investment During a Recession?
If you go back to October of 2022, you’ll find the worst 12-month period ever for bonds. With the pressure on the economy, bonds struggled right alongside many other investments. The last year showed us many investors move to bonds during periods of volatility, and...
135. Owning Individual Bonds vs Owning a Bond Fund
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...
134. Annuities are Continuing Their Record Breaking Year
Annuities have experienced drastic growth in 2022 as investors look for guaranteed income during a market correction, but should you be allocating money into fixed index annuities or other options? One of the goals of this show is to provide perspective on financial...
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