Our Managing Principal, Daren Blonski, was recently quoted throughout U.S. News & World Report's roundup, "7 Types of Fixed-Income Investments," on how retirees and near-retirees can use bonds to boost income while reducing exposure to stock-market swings.
Key Takeaways
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Finding attractive yields without taking on too much risk has gotten harder in a low-rate environment.
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Bundled bond funds and ETFs let investors avoid the premium and higher cost that come with buying individual bonds one at a time.
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Bond ETFs and mutual funds, short-term bonds, and government bonds each serve a different role in a retiree's or near-retiree's income and risk-management strategy.
This ties directly into the retirement-income and diversification planning we do with our clients — see our Financial Planning and Investment Management pages for how we help clients build the right fixed-income mix for their stage of life.
Read Daren Blonski's insights on the 7 types of fixed-income investments in U.S. News & World Report