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.

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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:
  • Part 1: How to Invest in Bonds + Pros and Cons
  • Part 2: The Primary Drivers of Bond Market Returns
  • Part 3: Rollin’ Down the Yield Curve
  • Part 4: How to Take Action and Implement
• 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]

Episode Transcription

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