Skip to main content

Why Bond Funds Don’t Belong in Retirement Portfolios

WADE PFAU
July 04. 2015

Income annuities provide payments precisely matched to a client’s longevity while stocks provide opportunities for greater investment growth. The question remains whether clients should hold bond funds in their retirement income portfolio.

Advisors Who Viewed This Also Viewed

Article

Jul 30, 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

Video

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Webinar

Mar 28, 2019
David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment...

Webinar

Jul 09, 2019
David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President...

Webinar

May 06, 2020
Often, a prospective client will come in the door owning one or more commission-based annuities...

Webinar

Apr 29, 2020
Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the...

Video

May 12, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

Apr 20, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

DPL


©2020 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.