Financial Planning Tip for May

Got bonds? Most investors regard bonds as a safer cousin to stocks. While this is generally true, it's important to bear in mind that bonds' prices decline just as frequently as stock prices, though with far less magnitude.


We believe bond investors are in for a bumpy ride due to rising interest rates. In this type of environment, it's common to see bond prices decline. If you have near-term cash needs, we'd recommend keeping the money in cash. Money market yields are now becoming more attractive, as are many savings accounts. For cash that you will need within the next 3 years or less, we'd recommend these options over bonds. And if you have any questions about your bond holdings, don't hesitate to give us a call.


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