Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

Oct 9, 2023

52:45

In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered bond portfolio can sustain a 4% withdrawal rate, the potential opportunity in international stocks, residential real estate and a lot more.

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