In a volatile market (like the one we are currently experiencing), your investment strategy needs to take a different approach. We need to understand the impacts of investing amidst high market risk and rising interest rates. Alan and Brian start the show by discussing some of the investment opportunities that may be available in this risky environment. Is it time to reintegrate bonds into your portfolio? They explain the distinctions between bonds and bond funds, and in what situations you may want to consider them. They also address how to balance growth and income needs when faced with a less-than-ideal market, and explore how annuities can sometimes be beneficial.

 

Hosts:

Alan Holman, CFP®, Wealth Advisor

Brian Wiley, Financial Advisor

 

The Real Money Pros

https://www.therealmoneypros.com

 

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SPONSORS:

 

Academy Mortgage:

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Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Ataraxis PEO

https://ataraxispeo.com/offer

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/