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: How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates How each of those rate drivers contributed to the close to 1% drop in interest rates in the past three months How yield to maturity is our guide to locking in a fixed return using individual bonds … [Read more...]
418: Bond Investing Masterclass
What you need to know to confidently invest in bonds. Topics covered include: Key components of bond investing include face value, coupon rates, yield-to-maturity, duration, and convexity How to decide between owning longer-term or short-term bonds How to decide whether to own individual bonds or bond funds and ETFs When to use active bond management versus bond indexing How bullet bond ETFs work and when to use them How to know when to invest in municipal bonds and … [Read more...]
257 Plus: June 2019 Mid Month Update, Fixed Income Options and What Is Attractive?
In Plus episode 257 for the week of June 22, 2019, we analyze the latest economic releases and review the recent Federal Reserve meeting. We also profile two members who are considering options for investing in fixed income and income strategy options. Finally, we consider what does it mean for an investment to be attractive. … [Read more...]
236 Plus: January 2019 Mid Month Update, Corporate Bonds and Retirement Currency Risk
This Plus episode for the week of January 19, 2019 includes a mid month update on investment conditions. We consider how sharply corporate credit ratings can be downgraded to junk after a company runs into trouble rather than beforehand. Finally, we answer a member's question who has savings and earning in a currency that is different from where he tends to retire. … [Read more...]
