The material is provided for informational purposes only. Nothing contained within should be construed as a recommendation to buy or sell any securities.
There is no assurance that the strategies discussed will yield positive outcomes. As with all investments, past performance is no guarantee of future results. All investments are subject to risk, including the risk of principal loss. While there is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, and it does not assure against market loss, a diversified portfolio can reduce a portfolio's volatility and potential loss. Investors cannot invest directly in market indexes.
We'll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds, and total return investing.
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Bob Eddy, MBA, CFP®, ChFC®, CLU®
Andrew Eddy, AIF®, ChFC®, CLU®,CFP®
Eddy Financial is a Los Angeles based wealth management advisory firm established by Bob Eddy, MBA, CFP®, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience.