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Financial Planning Friday’s – Why It Currently Pays to Think Short-Term

This Financial Planning Fridays teaser (#18) introduces the yield curve and why it currently pays to think short-term with cash and bonds. The full episode explains how the yield curve, which plots interest rates across bond maturities, guides where to position the cash and fixed-income portion of a portfolio.

Jerry DavidseFinancial Planning Fridays

This Financial Planning Fridays teaser (#18) introduces the yield curve and why it currently pays to think short-term with cash and bonds. The full episode explains how the yield curve, which plots interest rates across bond maturities, guides where to position the cash and fixed-income portion of a portfolio.

Key takeaways

  • The yield curve plots interest rates across different bond maturities.
  • It guides where to hold the cash and bond portion of a portfolio.
  • An inverted curve can make shorter maturities relatively more attractive.
  • This is a companion teaser to the full Financial Planning Fridays #18 episode.

Episode #18 – The Yield Curve

More on Investing & MarketsRetirement & Income Planning

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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