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The Planning For Retirement PodcastAuthor: Kevin Lao
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show! Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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71: Bullish on Bonds!?
Episode 71
Tuesday, 1 April, 2025
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe Federal Reserve elected to hold steady on rate cuts for now. The market did react positively to this news, but ultimately volatility has ensued since then in response to tariff concerns and their impact on inflation. So naturally, we are fielding more and more questions about the markets and the impact on their retirement portfolio. As a result, I wanted to dig into past economic cycles where interest rates had peaked (like they did in 2024) and ultimately rate cuts began (like in September of 2024). I looked at the results for the S&P 500 returns vs. the Bond Index returns for each cycle from when rate cuts began to when they bottomed out, and there were 5 of them since 1980 (Hyperinflation).I think you’ll be interested in the results! Of course, this is in no way solicitation to buy or sell ANY securities, as this is for general education only. Hope it helps.-Kevin Connect with me here:YouTubeJoin My Company NewsletterFacebookLinkedInInstagramThis is for general education purposes only and should not be considered as tax, legal or investment advice.
