If you go back to October of 2022, you’ll find the worst 12-month period ever for bonds. With the pressure on the economy, bonds struggled right alongside many other investments.

The last year showed us many investors move to bonds during periods of volatility, and many of those same people couldn’t understand why bonds deteriorated and values declined. Just three years earlier in 2019, the bond market was king and returns were substantial. So these investments are typically thought of as safer, but as we’ve seen, that’s not always true.

In this episode, Laura Stover, RFC® and Michael Wallin, CFP® will look at the recent history of bonds and help you better understand how they work and how they are utilized in a well-balanced financial portfolio. Plus, they’ll share alternative investments that people might choose to reduce risk.

Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/

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Schedule a Review: https://redefiningwealth.info/schedule/

 

Timestamps (show notes):

3:54 – Bond returns over the past few years

6:02 – How to determine if bonds are a proper investment

11:16 – How bonds actually work

15:21 – Are we in a recession?

23:05 – Bonds as part of a well-balanced portfolio

27:47 – Investments that might be better for you