Asset Allocation Archives - Investors in Mind and Money

Top 3 Reasons to Hold Bonds in Your Portfolio

April 18, 2021 Kaushal Building Wealth, Financial Independence

After a decline of more than 20% during Pandemic in 2020, the US stock market is again at all time high. While bond yields have been going down since the 1980s. As of April 2021, US 10-year Treasury bond yield is close to 1.5%. Considering average inflation of 2% to […]

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Should You Abandon Tax-Exempt Bond Fund?

August 3, 2020 Kaushal Building Wealth, Financial Independence

As you know, the majority of securities held in a Tax-Exempt Bond fund are municipal bonds issued by state and local governments. For instance, at least 75% of the securities held by Vanguard Intermediate Tax-Exempt Bond Fund (VWITX) are municipal bonds. High unemployment, loss of tourism, collapse of oil and […]

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