Bonds, for long considered an essential part of a balanced portfolio, have been providing disappointing results for several years.

Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield. Stocks have beaten bonds by a wide margin over long periods of time.

When we are young, we should allocate heavily to stocks. Stocks are riskier than bonds. As we age and approach retirement, it makes sense to reduce risk in our portfolios and shift a greater allocation toward bonds. However, although the lower risk may be appropriate as we age, the returns may disappoint or be insufficient to maintain necessary income in retirement.

The problem is, too often, we simply accept conventional wisdom, which prevents us from considering other alternatives. Although it is prudent to de-risk portfolios approaching retirement, are bonds our best option? Can we potentially realize a better result?

Please join us next Wednesday, June 6th,
for a timely workshop to answer the question:

What are the most effective bond-alternatives?

Our team of wealth management, retirement income, tax, and legal professionals look forward to presenting solutions for your retirement planning and answering your questions or concerns.

Don’t miss this opportunity to learn about the most effective strategies to increase your retirement income.

P.S. As a thank-you for attending, receive your free copy of the bond-alternatives whitepaper by Roger G. Ibbotson, PhD, Professor Emeritus of Finance at Yale School of Management.

Due to the popularity of this workshop, reservations will be taken on a first-call basis and seating is limited for the comfort of our guests. Preferential seating for first-time attendees of our events. This event is designed to provide financial education for individuals ages 50 through 75, who are currently retired or nearing retirement. Preferential seating for first-time attendees.

Please use our form to register. Confirmed registrations required. Please arrive 30 minutes before the start of this event.