Allworth Financial’s Money Matters

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Where do bonds fit in your savings?

November 23, 2019

On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment.

Pat and David advise a California woman who gained $1 million from a home sale. A government worker, who owes $316,000 on a mortgage and student loans, asks if he should prioritize his debt or retirement savings. A man with $200,000 in family income asks if he should fund a new IRA. Pat and David advise a property owner trying to defer his capital gains taxes. Finally, a caller asks if he should buy more bonds. 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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