Our Managing Principal, Daren Blonski, was recently quoted in U.S. News & World Report's roundup, "7 of the Best Fidelity Bond Funds," on selecting bond funds for a diversified portfolio.
Key Takeaways
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Bonds reduce portfolio volatility and add steady income because their return profile differs from stocks, a reason to keep fixed income in play even during strong equity markets.
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Low-cost, Treasury-focused index funds can be an efficient way to access that stability without paying high fees.
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Long-term, buy-and-hold investors benefit most from low expense ratios, since they compound into meaningfully better outcomes over time.
This ties directly into the fixed-income and diversification work SWA does with our clients — see our Investment Management page for how we apply this thinking to portfolios for individuals and families across Northern California.
Read Daren Blonski's take on the best Fidelity bond funds in U.S. News & World Report