Are Bonds as Safe as We Think? Q3 Review | Ep. 72
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How much fixed income should you hold? A financial planner based in Saskatoon reviews Q3 performance and what the data means for your retirement investing strategy.
The third quarter brought unique challenges for investors, particularly regarding the role of bonds and inflation protection. We break down some history of bond performance against inflation to help you determine if your current strategy aligns with your long-term objectives.
Effective financial planning requires more than just picking assets; it demands a clear understanding of how interest rates and market volatility impact your wealth. We analyze the numbers to provide clarity on your portfolio allocation and what adjustments, if any, you should consider to maintain your peace of mind.
Subscribe for financial planning breakdowns, and comment below on how you are currently viewing your bond exposure.
00:00 Q3 review
00:25 Q3 Market Performance
01:14 How Bonds Work
02:21 Bonds vs. Inflation: The Data
04:23 S&P 500 Comparison
05:41 What This Means for You
https://pages.stern.nyu.edu/~adamodar...
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