…an independent advisory firm building wealth with active portfolio management

Tag: Bonds are not safe

  • Bond Funds are Losing Money

    If you own a bond fund, you’re likely losing money.  Perhaps a lot of money. As interest rates rise, the value of bonds fall.  Since hitting a peak in July, the 20 year Treasury Bond Fund TLT is down 17%.  This is a surprise to many investors because they consider bonds to be “safe”. If…