Annex Wealth Management, Brookfield Location:
17950 W. Corporate Drive Suite 300
Brookfield WI 53045
Third Floor: Café
Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play in your portfolio.
Deanne Phillips, CFP®, CDFA®, ABFP℠
