What Flavor is Your Bond Portfolio?

What Flavor is Your Bond Portfolio?

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Author: Jeremy K. Kuhlen, CFP®, CRPS®, AIF®Director – Private Client Practice
CapGroup Advisors, LLC

The 30 year bull market for bonds has ended. The bond market has taken a beating recently and many investors are opening their investment statements and wondering “Should I still own bonds?”

The short answer is – Yes; bonds play a significant role in creating a diversified portfolio. Bonds tend to provide a cushion to the higher volatility of stocks in a portfolio and smooth out the ride. In its simplest form, the thought process is: When Stocks go UP / Bonds tend to go DOWN and when Stocks go DOWN / Bonds tend to go UP. Building a diversified portfolio is a prudent approach to weathering the ups and downs of the markets and is imperative for individual investors seeking to maximize their odds of funding their future goals. Read more.

About the Author

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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