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, 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.