How Bonds Work

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Bonds can play an essential role in an investor’s asset allocation strategy. Investors may use bonds when seeking to generate steady income, realize tax savings, preserve principal, and reduce portfolio risk via diversification. Although the advantages are clear, many investors avoid bond investing due to its alleged complexities. Join us as we demystify fixed income investing. Together we’ll review key terminology, the types of bonds, their unique characteristics, benefits, risks, and much more. We’ll also discuss the resources available on E*TRADE to support your bond investing journey.


Dave Whitmore
Senior Strategist, Investor Education, E*TRADE from Morgan Stanley

Dave Whitmore is a Senior Strategist of Trader Education with E*TRADE Securities LLC. Dave has been teaching investments and trading for more than twenty years. He has worked with thousands of investors, at events and online, and taught a wide range of topics, including technical analysis, stock fundamentals, stock selection, risk management, options, and exchange-traded funds. Dave holds an MBA from New York University and a BA in business economics from the University of California at Santa Barbara. He lives in New Jersey with his wife and two children where he enjoys high school sports, competitive dance, golf, skiing, Jeopardy, jazz, and amateur ornithology.