Securing Your Future: Fixed Income's Role in Asset Allocation [S-26-38]

This course introduces the foundational concept of asset allocation and the relationship between risk and return in investing. Special focus will be given to the role of fixed income investments, such as bonds and other interest-bearing instruments, as a stabilizing force within a diversified portfolio. Participants will learn about various types of fixed income securities, their key features, and how they help to stabilize the portfolio.

Eleanor Menz has been a practicing Certified Public Accountant and educator in Northern New York for over thirty years. She is also a retired Certified Financial Planner who provided comprehensive financial planning services to area residents prior to her retirement in 2022.

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