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.
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Office Hours: Ask a Certified Financial Planner™ Professional
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Office Hours: Ask a Certified Financial Planner™ Professional
With the new year now in full swing, we are hosting the first edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions:
- Market Minutes: A recap of what moved the markets during the previous month
- Planner’s Corner: Timely updates on taxes, charitable giving, estate planning and insurance items that may affect your financial plan
- FAQ: Answers to the questions we’re most frequently asked on a day-to-day basis
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Meet a Merriman Teammate: Opportunity to meet another member of your team
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Bonus: Sharing useful articles and life hacks to improve your quality of life
Join the Meeting
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Additional Online Resources
The Role of Bonds
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The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Recap
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Navigating Healthcare Options
One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.
