Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Ep 85: What’s a “Conservative” Investor To Do These Days?
If you own a disproportionate amount of cash or bonds in your portfolio, you can be broadly classified as a conservative investor. With today's low-interest rates, being conservative is a tough investment row to hoe. Starting yields have been shown to explain 90%+ of returns realized from high-quality bonds. Ergo low-interest rates equal low returns. So what can you do?
Read more: https://www.truewealthdesign.com/ep-85-whats-a-conservative-investor-to-do-these-days/ Today's rundown:
0:58 – Catching up with Kevin
3:53 – “Conservative” investor in today’s world
9:16 – Getting a plan and risk…
The skinny
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