We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for April 11, 2022
This Weeks Podcast –Bonds Versus Bond Alternatives-
Have you heard of the 60/40 portfolio? This means that 60% of your investment money goes into stocks, and 40% goes into bonds.
This is fast changing in today’s world of high-interest rates, and the bond market is increasingly becoming hard. But how about a bond alternative?
It’s our favorite time of the year!!
Please join us in shredding your confidential documents on Friday, April 29th, 2022.
We will be enjoying Danny’s BBQ and shredding documents at our office (4101 Lake Boone Trail, Suite 111) from 11am until 1:30pm.
Please RSVP by Monday, April 18th via email to Morgan at morgan@POMwealth.net or by calling the office at 919.787.8866.
We hope to see you there!!
This Weeks Blog –Bonds Versus Bond Alternatives–
If you’ve been learning or actively engaged in trying to secure your retirement, you know that investments are a wise choice. And a portfolio of 60/40 is what most people learn about. Today, we’re going to be discussing the 60/40 portfolio, what it means and a lot about bonds and bond alternatives.