Posts Taged deborah-williams

Three Reasons Not to Ditch Your Bond Fund

Deborah Williams, CFP®

If you are retired, or plan to retire within the next few years, a portion of your portfolio may be allocated to fixed income. With the yield curve sitting flat for so long, you may contemplate ditching your bonds for greener pastures. It’s not easy staying committed when the headlines have been so glum and interest rates are expected to rise. However, bond funds can be critical to the long-term success of many retirement plans and here’s why I advise my clients to keep an appropriate allocation to fixed income.

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Before You Decide…Know This

Deborah Williams, CFP®

Decisions, decisions, decisions. Every day we have to make them. The super significant ones… like who we marry, where we work and live, and what we do with our money… are not always easy. Wouldn’t it be nice to be able to see into the future before having to decide? Unfortunately, we don’t have this ability. If you are facing a super significant financial decision in the near future, I’d like to share an insider’s perspective regarding what you should know.

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