VIDEO: Do Bonds In My Portfolio Reduce Risk?

Financial PlanningRetirement PlanningInvesting
Written By JP GEISBAUER

  • Should you have bonds in your retirement portfolio?

  • If you do have bonds, how much should you have?

  • What IS AN investment glidepath, and how can you design one?

Presented by Irvine based Financial Advisor JP Geisbauer,CPA, CFP®, of Centerpoint Financial Management.

About the presenter:

JP Geisbauer is a Certified Public Accountant, a Certified Financial Planner ®, and the founder of Centerpoint Financial Management, LLC, a financial planning, investment management, and income tax planning firm located in Irvine, CA. JP Geisbauer is dedicated to helping California-based business owners and executives transition into retirement. He has been quoted in many news outlets including Forbes, Newsweek, US News & World Report, MarketWatch, YahooFinance, CNN and NerdWallet.

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Disclaimer:

This content is for general information and educational purposes only. Nothing contained in this content constitutes individual financial, investment, tax, or legal advice. Before taking any action on any topic discussed in this content, consult with your own financial planner, investment advisor, tax professional, and/or attorney for advice on your specific situation.

JP GEISBAUER
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