Ep. 2000: Bonds Are Doing Their Job

Podcast: Talking Real Money - Investing Talk · Don McDonald

Opublikowano: 2026-10-15

Bond prices are falling as yields rise—and that does not mean diversification has failed. Don and Tom explain why high-quality bonds can decline when stocks and the economy are strong, why that behavior is normal, and why chasing high-yield or “alternative” bond funds can quietly turn the conservative side of a portfolio into more stock-market risk. They also answer questions about Roth conversions after required minimum distributions have begun, whether conversion taxes should ever come from retirement assets, and whether buying an annuity for a child makes sense compared with a Roth IRA or 529 plan. 00...