Unlike stocks, which date back only several hundred years, bonds go back many thousands. 

The first known bond was issued around 2400 BC in Nippur, Mesopotamia (today part of Iraq).

And arguably, for all those years – and into the present day -- bonds have been the retiree’s best friend. Bonds generate income, for sure – but they offer retirees more than that: They offer security. Thanks to bonds, your grandparents or great-grandparents may have been spared from selling apples on the street during the Great Depression.

But bond investing is tricky…most investment advisors agree that it can be more complex and difficult than investing in stocks. Bonds come in many flavors and colors…There are government bonds, corporate bonds, muni bonds, bonds of high credit quality, junk bonds, long-term bonds, short-term bonds, individual bonds, and thousands of bond mutual- and exchange-traded funds. How to choose? This webinar will present the essentials for building the fixed-income side of a retiree’s portfolio. 

In "Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy" by Russell Wild you will:

1. Better understand what major role bonds should play in a retirement portfolio. Hint: It is not to produce income;
2.  Learn what kinds of bonds belong – and which don’t belong – in retirees’ accounts;
3. Know how to choose between individual bonds, bond ladders, bond mutual funds, and fixed-income ETFs;
4. Discover the real risk of bonds that most underplay. And while at it, better understand what happened in 2022, a notably bad year for bonds;
5. Find out the secrets to successful bond trading. 

Your presenter is Russell Wild, MA, Global Portfolios.

Russell Wild, MBA, is the author of Bond Investing for Dummies, now in its third edition, and numerous other books on finance. He has also written for dozens of publications, often covering the finer points of bond investing. Wild is the principal of Global Portfolios, a fee-only investment advisory firm based in Philadelphia, Pennsylvania. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating:  4.4 / 5

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