Did you buy bonds to cushion your portfolio in tough markets? It may be time to take a deeper look at what you own.

Strategic bond funds can have up to 15% exposure into stocks; so not only have bonds rallied, but now you may be exposed to stocks in your bond fund that are over bought due to investors chasing yield. Be aware of what you are holding, it might be time to change things up and take some gains. Other topics include:

• Health and fitness –your next big retirement issue
• End of year gifting strategies
• Mega Backdoor Roth IRA's and 401k's

 

 

Retirement planning is more complicated than ever. Please join Rob Black and I for our Retirement and Income Planning seminar on Thursday, November 14, 2019 in Burlingame. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.