In this video # 359, Casey walks through a discussion where he learned millennials are investing (possibly) too heavily in bonds and fixed income.
With a potential investing timeline of 20, 30 or even 40 years to go; (to us) it does not make sense to see younger investors investing as heavily - as it appears to be - in fixed income and bonds.
Why is that happening? Casey covers this in the video.
Casey mentioned Ben Carlson and here is a link to his article:
https://awealthofcommonsense.com/2023...
#fixedincome
#bonds
#investing
#certifiedfinancialplanner
#CFP
#millennials
#feeonly
#fee-only
#fiduciary
Mullooly Asset Management is a fee-only investment advisory firm located in Monmouth County, NJ. We work to educate our clients regarding managing the risk in their investments. We act in a fiduciary capacity with our clients at all times.
Our family of investments advisors (Tom, and his three sons - Brendan, Tim and Casey) are all CFP® Professionals.
To our knowledge, we are the only family firm - in the nation - with four fiduciary, fee-only investment advisors who all have earned CERTIFIED FINANCIAL PLANNER™ certification.
Tom Mullooly is an investment industry veteran of over 35+ years. Prior to launching the "Mullooly Asset Show," Tom (along with his sons) recorded close to 200 podcasts and nearly 200 videos, which can be found on the site https://www.mullooly.net.
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