Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Ep. 2000: Bonds Are Doing Their Job
34 minutes Posted Oct 15, 2026 at 4:00 pm.
Bond Fund Reality Check
Active Bonds vs Risk
Why Bonds Still Matter
Roth Conversion for Heirs
Paying Roth Taxes With Assets
Kids, Annuities, and Better Options
Closing Disclosures
0:00
34:12
Download MP3
Show notes
Bond prices are falling as yields rise—and that does not mean diversification has failed. Don and Tom explain why high-quality bonds can decline when stocks and the economy are strong, why that behavior is normal, and why chasing high-yield or “alternative” bond funds can quietly turn the conservative side of a portfolio into more stock-market risk. They also answer questions about Roth conversions after required minimum distributions have begun, whether conversion taxes should ever come fro...