When most people hear "diversification," they think it means owning a mix of stocks, bonds, ETFs, and mutual funds. But that’s only part of the story—and relying solely on Wall Street investments could leave your portfolio vulnerable. True diversification goes beyond traditional investments to include multiple income streams, real estate, liquid assets, and tax-smart strategies.

As a California tax attorney, I help my clients create financial plans that align with their goals and make sense from a tax perspective. Subscribe for more insights on diversification and tax planning.

www.MeganRobin.com

This content is for informational purposes only and does not constitute legal, tax, financial or investment advice.

In this episode, Megan Robin, J.D., Tax LL.M., explains what bonds are, the difference between a bond and a bond fund, how rising and falling interest rates affect bonds, the historical performance of bonds, and how to decide if bonds are right for your portfolio.

https://www.meganrobin.com/

Discover how Warren Buffett’s famous $1 million bet proved that a low-cost S&P 500 index fund could outperform elite, actively managed hedge funds. Learn what this means for small business owners and why boring, disciplined strategies often win over flashy, high-fee alternatives.