What You’ll Learn
To help address those concerns, I’m covering three things today:
- Why bond yields are NOT moving in lockstep with interest rates set by the Fed
- How long it takes for bond losses to recover
- Why retirement savers should maintain exposure to bonds for the long run
About This Episode
Bonds are on track for their worst year in history.
In response, retirement investors are concerned and questioning their bond allocation.
I’m also sharing the pros & cons of laddering bank CDs as a bond fund alternative.
If you’re worried about bonds + want to learn how to think about investing in this asset class going forward, this episode is for you.
Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
When You’re Ready, Here Are 3 Ways I Can Help You:
- Schedule a Free Retirement Strategy Session. Get your questions answered + learn how we can help you improve retirement success and lower taxes.
- Listen to the Stay Wealthy Retirement Show. An Apple Top 50 investing podcast.
- Join My Retirement Newsletter. Weekly retirement and investing tips (delivered to our inbox!)
+ Episode Resources
- Subscribe to the Stay Wealthy Newsletter! 📬
- Investing in Bonds Series:
- Fed Funds Rate Hike History
- Vanguard Intermediate-Term Treasury Fund (VFITX)
- Total Return Investing vs Income Investing
- Dimensional Research:
- Fed Summary of Economic Projections:




