Balancing Risk with Performance

Portland Fee Only Financial Planning

Specializing in Fixed Income and Bond Strategies

High quality bonds should be considered the core investment in any retirement portfolio for their predictable cash flow and reduced risk. We primarily use high quality individual bonds and other fixed income securities that have a fixed income stream, fixed maturity date, and come due at their face value.

Since fixed income investments are not as volatile as stocks, bonds can preserve your wealth. In the 2008 market downturn, only high-quality bonds appreciated in value.

We protect against inflation by building bond ladders, allowing maturing bonds to be reinvested at higher interest rates.

More information is available at Portland Fixed Income Specialists, our website dedicated to fixed income investing.