The Role of Bonds in Retirement

The Role of Bonds in Retirement

Wrote a piece for CNBC on the role of bonds in a retirement portfolio.  In the article, I share some thoughts on the topic with the aid of historical perspective and how things have changed over the past few decades.  Below is the link.

 

Conventional Wisdom of Bonds Dominating a Portfolio in Retirement is now Outdated

 

Thanks for reading!

Ashby Daniels
Shorebridge Wealth Management
600 Waterfront Drive, Suite 125
Pittsburgh, PA 15222
412-742-4861

Disclaimers: Securities offered through Raymond James Financial Service, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  Shorebridge Wealth Management is not a registered broker-dealer and is independent of Raymond James Financial Services.

Any opinions are those of Ashby Daniels and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete
description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The
information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information
is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and
you may incur a profit or loss regardless of strategy selected.

There are special risks associated with investing with bonds such as interest rate risk, market risk, call risk, prepayment risk, credit risk, reinvestment risk, and unique tax
consequences. To learn more about these risks and the suitability of these bonds for you, please contact our office.

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