Capital Compass

Slicing the Pie - Determining How Much Should Be in Bonds


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Asset allocation is the art — and science — of deciding how your investment pie gets divided. In this episode of Capital Compass, we explore how to determine the right proportion of bonds in your portfolio, no matter your stage in life or risk tolerance. We’ll compare old rules of thumb to modern, more flexible strategies, and examine how market conditions, personal goals, and time horizons all shape the “perfect slice.”

From conservative, income-focused allocations to growth-oriented mixes that still harness the stability of bonds, you’ll learn how to tailor your investments so they serve your unique financial journey. Whether you’re rebalancing or building from scratch, this episode will help you find the sweet spot between security and opportunity.

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Capital CompassBy Cert Stack LLC