Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
45.9 هزار بار بازدید -
7 ماه پیش
-
As one listener prepares for
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds.
James provides a different way of looking at the stock-to-bond conversation.
Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.
Questions Answered:
How do you balance risk capacity and risk tolerance in portfolio allocation?
How do you build an effective bond portfolio for retirement?
=======================
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
🔔 Make sure to subscribe here to be notified for future videos!
@rootfp
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners
⏱Timestamps:⏱
0:00 - Listener case study
2:37 - James’s perspective on bonds
7:42 - Considering purchasing power
10:18 - Balance of stocks and bonds
13:39 - Dividends are typically resilient
16:40 - All bonds not created equally
20:30 - Bond ladder
23:09 - Different types of bonds
24:51 - Withdrawal strategy
26:39 - More on bonds
30:09 - 3 questions to consider
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement?
Start here: Worried About Retirement..Start With ...
James provides a different way of looking at the stock-to-bond conversation.
Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.
Questions Answered:
How do you balance risk capacity and risk tolerance in portfolio allocation?
How do you build an effective bond portfolio for retirement?
=======================
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
🔔 Make sure to subscribe here to be notified for future videos!
@rootfp
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners
⏱Timestamps:⏱
0:00 - Listener case study
2:37 - James’s perspective on bonds
7:42 - Considering purchasing power
10:18 - Balance of stocks and bonds
13:39 - Dividends are typically resilient
16:40 - All bonds not created equally
20:30 - Bond ladder
23:09 - Different types of bonds
24:51 - Withdrawal strategy
26:39 - More on bonds
30:09 - 3 questions to consider
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement?
Start here: Worried About Retirement..Start With ...
7 ماه پیش
در تاریخ 1402/10/19 منتشر شده
است.
45,980
بـار بازدید شده