How Much of My Portfolio Should Be in Bonds?
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How Much of My Portfolio Should Be in Bonds?

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Many investors have been told to become more heavily invested in bonds as they near retirement. A lot of people are finding out that this plan may no longer be feasible in today's world. So we've been ...

Many investors have been told to become more heavily invested in bonds as they near retirement. A lot of people are finding out that this plan may no longer be feasible in today's world. So we've been hearing, "How much of my portfolio should be in bonds?".

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How Much of My Portfolio Should Be in Bonds? Presentation Transcript

  • 1. Mullooly Asset Management PodcastJune 11, 2013
  • 2. New York Times Article 6/8/2013"For Retirees, a Million-Dollar Illusion"
  • 3. “Low-Lights”Work longerSave all you canTap home equity
  • 4. Stocks or Bonds?Shifting into bonds when nearing retirement was agood ideaProblem many are discovering now…Should have stayed in the stock market MUCHlonger before moving to bonds
  • 5. Possible SolutionsStay in the marketAverage into bonds, not all at onceRe-adjust your plans
  • 6. None of the securities mentioned in this (or any) podcast orvideo represent past specific recommendations of MulloolyAsset Management.This video is NOT a recommendation to buy or sell any ofthe securities mentioned here.If you’re relying on a podcast for investment advice, you arelikely making a huge mistake.We strongly urge our listeners to consult with theirinvestment advisor before they make a decision to buy orsell any investment.
  • 7. Mullooly Asset Management, LLCsupport (at) mullooly (dot) net732-223-9000www.mullooly.net