))
Is a Fixed Annuity a Better Alternative to Bonds?
Manage episode 399488090 series 3428540
Contenido proporcionado por Lucia Capital Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Lucia Capital Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Today’s topic is a follow-up to a similar discussion we had on this podcast in late 2022. Back then, interest rates had risen as bond values (and stock values) took a nosedive. The question at the time was: where should you go for your “non-volatile” asset class, if bonds don’t seem as attractive?
Now that interest rates have somewhat stabilized, but remain higher than they were for the previous 12-plus years, the same question needs to be asked, but with a twist: Are higher-interest bonds more attractive than what you might get from a CD-like fixed annuity?
As with most everything, the answer depends on a few factors – important points that you need to take into consideration. Find out what you need to know from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!
213 episodios
Compartir
