In Plus episode 537, we compare the performance and structure of the Adaptive Model Fixed Income portfolios to that of the broader bond market, such as the Vanguard Total Bond Market ETF (BND). We answer a member's question on the DoubleLine Flexible Income Fund. We review the new iShares International Equity Factor Rotation Active ETF (IDYN). Finally, we address a member's question regarding a large position in Meta that he received from his former employer. Become a Member If you … [Read more...]
535 Plus: Current Bond Market Pricing, Revisiting a Plus Member Profile, and the Elm Market Navigator ETF
In Plus episode 535, we review what has to happen for U.S. longer-term interest rates to decline from current levels. We revisit a Plus member's financial situation nine years after answering their initial questions. Finally, we analyze the new Elm Market Navigator ETF (ELM). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 535 … [Read more...]
523: Why Bond Investing Is Easier Than Ever
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial … [Read more...]
512/513 Plus: Exiting MCI and Comparing Conservative Fixed Income Options
In Plus episode 512/513, David discusses why he sold his position in the Barings Corporate Investors Fund (MCI). We also compare the yields and tax rules of U.S savings bonds, nominal Treasuries, zero coupon bonds, TIPS, CDs, fixed annuities, and municipal bonds. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 512/513 … [Read more...]
463: How to Lock in Higher Yields in Case Interest Rates Fall
With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: Show Notes Term Premium on a 10 Year Zero Coupon Bond—FRED Economic Data Episode Sponsors Sponsors Betterment - the automated investing and savings app Money for the Rest of Us listener survey Related Episodes 455: Easier Investing, Richer Life: TIPS Ladders to Annuities 453: The Price … [Read more...]
447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds
In Plus episode 447, we discuss how to calculate the performance impact of capital gains tax distributions for an active stock mutual fund. We answer a member's question on what to do with a portfolio of individual municipal bonds selected by their previous investment advisor. Finally, we explore the decision between holding high-yielding cash or locking in higher coupon rates on longer-term bonds. Become a Member If you would like to listen to this episode of Money For the Rest of … [Read more...]
432 Plus: Where To Invest In Bonds Now and a Cockroach Role-Based Portfolio
In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS in the current investment environment. We also analyze a version of a role-based permanent portfolio that incorporates long volatility and trend-following strategies. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership … [Read more...]
418: Bond Investing Masterclass
What you need to know to confidently invest in bonds. Topics covered include: Show Notes A Complete Guide to Investing in I Bonds and TIPS—Money for the Rest of Us Sponsors Money Pickle - Schedule a free 45-minute video chat with a vetted financial advisor and ask them anything about your financial situation. Go here to schedule your free session. Fundrise - The largest direct-to-investor alternative investment platform in the U.S. Related Episodes 337: Why in the … [Read more...]
407 Plus: More on Annuities, Real Estate, Yield Curve, Strong Dollar, and Zombie Firms
In Plus Episode 407, we continue our discussion on fixed annuities and fixed index annuities. We discuss real estate crowdfunding platforms, inverted yield curves, Series I savings bonds, and is now a good time to invest outside the U.S. given the strong dollar. Finally, we explore what zombie firms are and whether they could cause a market crash. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest … [Read more...]
337: Why in the World Would You Own Bonds?
With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options. Topics covered include: Show Notes What I think, not what I thought - Jason Fried Why in the World Would You Own Bonds When... - Ray Dalio Explainer: Foreign access to China's $16 trillion bond market - Reuters The True Cost of Hedging S&P Downside - Movement … [Read more...]
