Dale discusses the headwinds that many investors will face in their fixed income portion of their retirement portfolio. This episode is based around Wharton's Jeremy Siegel delivering a warning to bond holders. He argues that total return may struggle as we see interest rates rise in the future. At R.D. Smothers Wealth Management we subscribe to this same ideology and lean on the power of annuities as an alternative for our fixed income portion of a balanced portfolio. Allocating to fixed indexed annuities in place of bonds may provide you exactly what you need in your "60/40 balanced portfolio"- security of principal with capital gain potential. Be sure to hang on until the end when we hear exactly what Mr. Seigel says all bond holders should be aware of. 270.600.PLAN
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
