As investors, many of us want to take action, even when doing nothing is sometimes better. To make matters worse, even in a relatively flat, unsensational financial year, news shows are always looking for something sensational to talk about.
At Labrum Wealth Management, we want you to be able to make smart, informed decisions in alignment with your financial goals, regardless of what’s going on in the world. That’s why in today’s show, we’re going in-depth on bonds: what they actually are, what they do, and whether or not they belong in your portfolio.
In today’s conversation, here’s what you’ll learn:
Why picking individual stocks and bonds is not unlike gambling - and a terrible long-term investment strategy.
The actual difference between stocks and bonds, why bonds are a great way to eliminate volatility and risk from your portfolio, and why you may not want to buy them at all.
The difference between bond ETFs and bond mutual funds - and why this is one of the reasons bonds get a bad rap.
Why investing in long-term bonds can be scary when interest rates go up.
Reasons you may want to buy a taxable bond - and how to calculate your potential tax rates.
Right now, we’re offering our $100 Portfolio Challenge. It’s like a physical for your portfolio. We’ll look at the bonds and stocks you own, your overall asset allocation, goals and objectives, and exposure to volatility - as well as how we can improve it. And if we can't, we'll send you a $100 gift card. If you’d like to schedule your Portfolio Challenge, email firstname.lastname@example.org and use the subject line “Portfolio Challenge”.
The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Labrum Wealth Management/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice. Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision. There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.