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Bonds used to be the “boring” part of a portfolio- safe, steady, and not very exciting. But with yields at multi-decade highs, many investors are asking: is now the time to give bonds a bigger role in your strategy? In this episode, Steve explains how to evaluate bond opportunities in today’s environment and assess whether they’re a wise choice for you. Before you go all in, make sure the mix fits your long-term plan.

Here’s some of what we discuss in this episode:

🧠 Investor Psychology: why “boring” investments often bring long-term peace of mind

📈 Understanding Returns: how bond yields and prices move in opposite directions

⚖️ Interest Rate Risk: what duration means and how to manage volatility

💡 Diversification Benefits: using bonds to balance equity risk and smooth performance

🧭 Customized Strategy: tailoring your bond exposure to your goals, not the headlines

Resources for this episode:

https://www.usbank.com/investing/financial-perspectives/market-news/interest-rates-affect-bonds.html

https://www.fa-mag.com/news/could-bond-markets-finally-be-making-sense-again-83906.html?section=68

https://www.fidelity.com/learning-center/trading-investing/bond-market-outlook

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

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Phone: (775) 266-8867
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Email: [email protected]

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