Skip to main content
No. of Recommendations: 0

My first post to this board.

Bio: I am a 35 year old. I have invested in stocks (and only stocks) for 23 years. I know my way around equities pretty well.

Now several of my retiring family members are looking to me for guidance. All either have almost all equities and are very short on income or have lump sums of cash and need to boost yield (i.e. both need to do some serious bond investing).

I know next to nothing about bond investing. I understand pretty well the basic concepts: the interplay between interest rates and principal appreciation (or loss), longer terms = more risk = higher yields, etc.

I plan to ladder the bond allocation, diversifying between CD's for 0-5 years (higher yields than T-bills & notes) and Government and corporates (and a few moderately junkies) for > 5 years. The Treasuries and CD's should be easy. I really need some help on strategies for researching and selecting corporate bonds.

If this is an old question answered in earlier threads, please forgive me. I don't have time to sift thru 20000 messages. If someone could lead me to threads, websites, books, etc. on researching and selecting corporate bonds for retirement portfolios I (and my family members) would be very grateful.

Best regards,

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.