Building a bond portfolio for retirement
Let a Schwab Fixed Income Specialist Help with Your Bond Portfolio Management
At Schwab we are committed to helping you build a bond portfolio that fits your needs. In the following video, Fixed Income Specialist Adam Paulsen, one of our nearly 100 dedicated fixed income specialists, explains how he starts and maintains his relationship with a client who is approaching retirement. In this example, Adam assesses his client's retirement portfolio, recommends a ladder strategy, and helps his client manage his bond portfolio periodically.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.
This information is for general informational purposes only and is not intended as an individualized recommendation or a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult a qualified tax advisor, CPA, financial planner, or investment manager.
All expressions of opinion are subject to change without notice in reaction to shifting markets, as well as tax and estate planning rules. Examples provided are for informational purposes only and are not intended to be reflective of results you can expect to achieve.