Welcome. We at Compass Planning continue to appreciate your support. Thank you.
When both the bond and stock market went down in 2022 – for different reasons – everyone became worried. The stock market has been much faster to recover than the bond market, which has led clients to ask questions about how to manage their bond holdings. We’ve been recommending that clients look at their bond asset allocation, portfolio balancing, and opportunities within the bond market.
This month we talk about why bonds are important, the difference between individual bonds and bond funds, and how bonds can fit into your investment strategy.
If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you would like assistance reviewing your portfolio bond positions, we are here to help you stay On Course!