Why Your "Safe" Bonds Lost Money — And What to Do About It | Good Returns
Momentum Wealth Management
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Why Your "Safe" Bonds Lost Money — And What to Do About It | Good Returns
59 просмотров · 5 дней назад
Momentum Wealth Management
961 подписчик
59 просмотров · 5 дней назад
If bonds are supposed to be the safe part of your portfolio, why have they been losing money for two years? Most people who own bond funds don't know the answer — and it's one of the most important things to understand about your portfolio right now.
In this week's Good Returns, Matt and Garrett explain exactly why bond funds behaved differently than people expected, what the stable value fund in your 401k actually is and why most people ignore it, and what the opportunity looks like now that short-term yields are near 5% for the first time in 15 years. They also cover oil back above $100 and what the character change in the energy story means, why global yields are rising simultaneously, and their honest view on next week's Fed meeting — which puts them on the other side of the 70% market consensus.
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💬 Question: Did you know the difference between owning a bond and owning a bond fund? Let's talk below.
This video is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.