Series 65: Bond Funds

Taken from our Series 65 Online Guide

Bond Funds

Stock is not for everybody. Even if an investor wants to own stock/equity mutual funds, chances are you’ll still put a percentage of her hard-earned money into bond funds, as well. A rule-of-thumb is that whatever your age is, that’s the percentage that you should put into fixed-income. So, which type of fixed-income (bond) funds should the investor purchase? If the investor is not in a high tax bracket or is investing in an IRA, 401(k), etc., we’ll be recommending taxable bond funds—corporate and U.S. Government bonds, in other words. Th

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