Bond Investing for Retirement Income

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Bonds can provide principal preservation and a steady income stream in retirement.  Join us to review the core fundamentals of bond investing, and how these products can be used to support your retirement goals.  For those new to bonds, we’ll provide an overview of key terminology, benefits and risks, the types of bonds and their unique characteristics, and some common strategies considered when building a bond portfolio.  


Dave Whitmore, Vice President and Senior Strategist
Investor Education at E*TRADE from Morgan Stanley

Dave has taught investing and trading to thousands of individual investors for nearly thirty years. With expertise in a wide range of topics including stock analysis and selection, technical analysis, risk management, options, exchange traded funds, and futures, Dave has created and delivered compelling education in many settings. He holds an MBA from New York University, a BA in business economics from University of California Santa Barbara, FINRA series 7 and 24, and NFA series 3 licenses. Dave lives in New Jersey with his wife and two college-age kids where he enjoys golf (a lot), skiing, almost all sports on TV, crosswords, Jeopardy, jazz, and backyard ornithology.