Bonds are down 20%+ over the past three years.
Meanwhile, risky asset classes (like U.S. stocks) are UP ~30% during the same period.
- What the %@#! is happening to bonds right now?
- Why are safe asset classes down double digits while risky asset classes scream upward?
- Should retirement investors consider changes?
- Are money market funds and CDs a better solution than bond funds?
- And what might all of this mean for the future of bond investing?
I’m answering these questions (and more!) in this two-part series on bonds.
Need Tax + Retirement Planning Help?
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessmentâ„¢ will answer your BIG questions and help you properly evaluate our firm.
Click the banner below to learn more. 👇
How to Listen to Today’s Episode
🎤 Click to Listen via Your Favorite Podcast App
Stocks vs. Bonds (Aug 2020 – Oct 2023)
Episode Resources
📬 Want more retirement and investing content? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter!
- Stay Wealthy 4-Part Bond Investing Series:
- Should Retirement Savers Own Bonds? [Stay Wealthy]
- Bond Duration Hypothetical Example [Dimensional]
- The Six Biggest Bond Risks [Investopedia]
- Vanguard Total Bond Market Index Fund [Vanguard]
- Vanguard Long-Term Treasury Fund [Vanguard]
- The Costs of Buying/Selling Individual Bonds [SSRN, Harris]
- Why Bond Funds Aren’t Necessarily a Losing Proposition in Rising Rate Environments [Kitces]