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Show Notes
On this episode of The Retirement Matters Show, Dale discuss bonds and how they will not preform aggressively enough in the next 30 to 40 years in order to get you where you want to be in your retirement journey! The reason being, interest rates! Interest rates will rise but when they do, that bond you hold will actually become less valuable. He then discuss the 60- 40 portfolio. A portfolio that is made up of 60% stock and 40% fixed income in the form of bonds. Be sure to take a listen to find out why this type of portfolio is dead, and learn about the type of portfolio you should really be looking into!
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.