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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
For years, bonds were the “boring” part of a portfolio, but with higher yields, many investors are asking if bonds are finally back. In this milestone 300th episode, Phil breaks down what’s really happening in the bond market, why values fell so sharply in 2022, and how rising rates are changing today’s opportunities.
Here’s some of what we discuss in this episode:
💼 Why investors are suddenly talking about bonds again
🔁 “Timing” the bond market rarely works
💬 Quotes from U.S. Bank and Fidelity on 2025 bond trends
🎯 How to use bonds wisely within a balanced portfolio
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: https://bit.ly/3WdDG96
Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome
By Phil Putney4.8
44 ratings
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
For years, bonds were the “boring” part of a portfolio, but with higher yields, many investors are asking if bonds are finally back. In this milestone 300th episode, Phil breaks down what’s really happening in the bond market, why values fell so sharply in 2022, and how rising rates are changing today’s opportunities.
Here’s some of what we discuss in this episode:
💼 Why investors are suddenly talking about bonds again
🔁 “Timing” the bond market rarely works
💬 Quotes from U.S. Bank and Fidelity on 2025 bond trends
🎯 How to use bonds wisely within a balanced portfolio
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: https://bit.ly/3WdDG96
Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome

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