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Equities have begun to show some vulnerability. Do you need more bonds and alternatives in your retirement portfolio?
Bond yields are rising, and people are beginning to buy them. Should you, or should you hold off? What's the best plan going forward? The post Bonds Are as Attractive as They Have Been in 20 Years: Wh...
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 ...
The math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times?
The most important aspect of investing is not returns; it's risk management. And that is important to think about when investing in bonds. The post How to Invest in Bonds appeared first on The White C...
Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […] The post How Bonds...
Inflation-protected securities often get lumped together. But TIPS and I Bonds have differences that you'll want to know about. The post TIPS vs. I Bonds: Same Inflation Index, Different Risks appeare...
As savers, we are being rewarded with higher risk-free yields. Treasury bills (T-bills), Treasury bonds, and money market funds are still paying over 4% without taking equity or credit risk. Because T...
Today, I’m speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for more than three decades before retiring in 2016...
During a bull market, most investors get excited about chasing risk. Despite sky-high valuations, there’s a tendency to double down on even riskier bets in the hopes of making outsized gains. Th...
Retirement isn’t just about finances. It’s about having the freedom to focus on what matters most: your family. In this heartfelt episode, Ryan Thacker and Tyson Thacker are joined by&hell...
I recently had a zero-coupon Treasury Bill redeem in the amount of $102,000. This money is part of the 35% of my taxable brokerage portfolio that’s in bonds. Somewhere between a 60/40 and 70/30 ...
We advocate a Safety First (or Liability-Driven) Investment strategy for retired households which anticipates the use of relatively low-risk investments to fund future Essential Expenses (the Floor Po...
Sibling Bonds May Wax and Wane: Here's How To Safeguard Them...
Answering reader questions about Public Service Loan Forgiveness, looking for disability insurance as a resident, and what role bonds should play in your retirement. The post PSLF, Insurance, and Bond...
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
How Treasury bonds can protect your retirement nest egg. The upside, risk and low-down on T-bonds....
Your portfolio's bond allocation depends on factors such as age, risk tolerance and market conditions....
Answering reader questions about I Bonds and if they are still a worthwhile investment or if it might be time to let them go, buffer assets and if they're worth it, and the best way to invest in small...
What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment p...
Corporate bonds are a cornerstone of many investment portfolios, valued for their ability to generate steady income and offer moderate risk. Whether you are diversifying your investments or seeking a ...
One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some...
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson...
In this heartfelt episode of the "Rock Your Retirement" podcast, Kathe and Barbara discuss a cherished tradition they each hold dear: taking their grandchildren or nieces and nephews on special trips....
Inflation is a major risk for investors, especially those investing in fixed-income investments such as bonds. Treasury Inflation-Protected Securities (TIPS) ... Read more...
A Wall Street Journal Your Money Briefing podcast appeared on my feed shortly after the recent Fed interest rate cut. The title was As Interest Rates Fall Bonds Become a More Attractive Investment. Th...
Tax rates are set to revert to 2017 levels after 2025, so now is the time to revisit your muni strategy and plan for optimized portfolio adjustments....
With rate cuts possibly on the horizon, now is the time to take advantage of high-yield bonds to get returns similar to the S&P 500's long-term average....
Cross posted from the r/investments sub: I’m a few years from retirement and am having trouble embracing the “you gotta have bonds in your portfolio”… I currently have only 2%...
I also share links to valuable research tools and model portfolios from the week....
With interest rates poised to possibly start falling, investors might consider shifting to longer-term fixed-income securities to lock in higher yields....
I recently got an email from a reader asking the following question. I’ve read that you guys have been investing inPreferredStocks. I went down a rabbit hole trying to understand them further (p...
If you are counting on a terrific stock market to fund your retirement, look closely at a number called earnings yield....
Many people bought I Bonds when inflation was high. Many people cashed out I Bonds to buy new I Bonds or TIPS when the fixed rate on I Bonds and TIPS yields went up last year. Others simply cashed out...
Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net unrealized appreciation on company stock, and where to park cash right now. Plus, how do taxes, Roth convers...
Episode 436: High Yield is a marketing euphemism for JUNK. I don’t often buy bond or bond funds, but when I do, I only purchase INVESTMENT GRADE. Sign up for free ALERTs & Market Commentary ...
Back in 1994, bonds with fabulous yields were there for the taking. Our columnist doesn’t see treasures like that now, but there are solid buys....
Risk-free government Treasury yields have risen dramatically over the past year. The increase is a direct result of the Federal Reserve rate increases that started in 2022. Higher short-term yields ar...
I am wondering about living on dividends and social security in retirement, and how this solves certain problems raised by sequence of return risk and owning bonds, both in the years before retirement...
Recently, I can’t help but shovel more money into Treasury bonds. With 3-month-to-1-year Treasury bonds yielding 5%+, I feel like the guaranteed return is too high to pass up. But the more Treas...
So, I'll most likely have somewhere between $1.2 and $1.4 million when me and the wife retire in about a dozen years. We've got two-thirds of a million right now; we'll each continue to max out our Ro...
So, I'm obviously asking so that you can look at what I'm doing and see if it makes sense. My current "plan" is to retire on dividends in about a dozen or so years at age 70. Me and my wife will colle...
So you've decided that you want to invest your money into U.S. Treasury bonds, but you're not sure which ones to get. Should you buy short-term, intermediate-term, or long-term Treasury bonds? Well, y...
If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years.
I am 9 years from retirement. Trying to figure out if I should pay off the mortgage ($360k) or invest the money. Sources show I should invest it. $200k to something like bonds and that should be my sa...
A year like 2022 doesn't come around too often but those significant market corrections we saw in both equities and bonds made many people begin to wonder about the effectiveness of the traditional 60...
The 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
Multi-year guarantee annuities can outperform bonds and bank CDs — but before you buy, here's how they work.
Episode 523 00:00 Introduction 01:02 Gold and Silver not risk free 02:35 Bonds aren’t safe either 03:00 10 year Treasury dismal performance 04:23 Oil prices dropping 05:31 3 Best S&P 500 Sectors 08:00...
In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.