Guarding Your Nest EggGuarding Your Nest Egg

Are Bonds Back

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money.  We’re on a mission to cut through  
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Mike and Kristen start out discussing the different ways high prices are impacting their personal spending habits. With high inflation and interest rates rising, some strategists are suggesting that investing in bonds is a good idea. However, Mike points out why that may not be the case for you. As a fee-only fiduciary financial advisor, he explains why he’s looking into alternative investments for some of his clients… if it makes sense for them. Plus, you’ll hear a relatable story of someone finding out the hard way that their money isn't being actively managed.  

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  1. Guarding Your Nest Egg

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard 
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