The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.
Join us for a mid-year tax review. We will help you confirm you are optimizing your taxes for 2021 and beyond plus set you up to avoid tax surprises. For Washington state residents, we will also discuss the new WA Long Term Care Payroll tax and WA Gains Tax. Register now to secure your spot!