We are retired and reduced our AA to 65/35. We are going out 18 months in treasuries for lumpy expenses that we expect to have. The rest is staying in stocks/bonds.
If you are shifting entirely away from stocks to preserve the portfolio, then your strategy would be subject to reinvestment rIsk. What will you do when the CDs mature and the new interest rate is 2.5%?
If you are shifting entirely away from stocks to preserve the portfolio, then your strategy would be subject to reinvestment rIsk. What will you do when the CDs mature and the new interest rate is 2.5%?
Statistics: Posted by Wiggums — Tue Jul 02, 2024 2:21 am — Replies 1 — Views 128