The 60/40 portfolio saw the second worst six-month period in the last 50 years, with both stocks and bonds declining. In fact, #bonds had their worst intra-year decline since the bond index began back in the 70's, dropping 13% and down approximately 10% YTD.

In retirement, as @Brent explains to @erinkennedy, you need a stable and relatively "safe" income stream, which is why he is recommending retirees consider these bond alternatives:

-Fixed Annuities/Fixed Index Annuities
-Buffered or Defined Outcome ETFs
-Structured Notes

Brent and his entire team at @YoungWM specialize in helping clients create reliable income in retirement. If you'd like to speak with him to determine if you're ready to retire, please reach out for a complimentary consultation by calling 614-430-8383 or by visiting www.Young-WM.com

#WealthManagement #FinancialPlaning #ETFs

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