Question: Is the Bond Market a Smart Investment Decision?

April 6, 2021

 

In Our Opinion:

Bottom line…. The Bond market is grossly overvalued! These Wall Street firms, banks, and insurance companies use age-based allocation to oversaturate investor portfolios; don’t buy into it!

Bond exposure in your portfolio should change based on the market and having more than 30% invested in bonds is a HUGE mistake. Remember, bonds lose value as rates increase.

A better option would be a total return portfolio with some bonds in it but with a higher dividend stream and capital appreciation. Unfortunately, the vast majority of people we talk to are oversaturated in bonds.

Bonds are NOT safe investments; they have volatility, they lose money, and they can even default. Buyer Beware!

Fee-Only Fiduciary Money Managers, like Rezny Wealth Management, are the only people you should entrust your wealth and retirement to. Call us today to schedule a consultation, (800) 618-8577

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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