Holmes Osborne

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Holmes holds a bachelor’s in finance from Syracuse University and the Chartered Financial Analyst designation. Publications in which his articles have appeared include: The Motley Fool, TheStreet.com, Seeking Alpha, and Investopedia. He has been featured in the Wall Street Journal and Forbes magazine. Holmes has also served as an expert witness in court cases involving financial ethics. Clients’ assets are held in custody at Charles Schwab & Company and Interactive Brokers.

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  • Laddered portfolios hold short, medium, and longer bonds. Since interest rates are difficult to predict, a laddered portfolio can cover investors in multiple scenarios.