The 60/40 portfolio saw the second worst six-month period in the last 50 years, with both stocks and #bonds declining.
In retirement, as Dustin explains to Erin Kennedy, you need a stable and relatively "safe" income stream, which is why he is recommending retirees consider these bond alternatives:
-Structured Notes -Buffered or Defined Outcome ETFs
Dustin and his entire team at @Mundorf Wealth Management specialize in helping clients create reliable income in retirement. If you'd like to speak with him to determine if you're ready to retire, please reach out for a complimentary consultation by calling or texting 830-476-2505 or by visiting www.LongLiveMyMoney.com
#WealthManagement #FinancialPlaning #ETFs #Structured Notes