DiscoverMoney Isn't#20: Are Interest Rates Killing Your Bonds?
#20: Are Interest Rates Killing Your Bonds?

#20: Are Interest Rates Killing Your Bonds?

Update: 2024-10-14
Share

Description

Are you optimizing your bond investments in today's fluctuating market? In this episode of Money Isn't, John Smallwood dives deep into the intricate world of fixed income investments and explains how interest rate dynamics directly shape bond valuations. Discover the nuances of yield chasing and learn the best strategies for selecting the right bond maturity to suit your financial goals. John also highlights the importance of asset allocation in managing investment risks, ensuring stable retirement income even amidst fluctuating interest rates.




Chapters:


(00:00 ) Introduction




Enjoyed this episode? Don’t forget to subscribe, hit the like button, and drop your thoughts in the comments. Stay tuned for more expert advice on mastering your investments and securing a solid financial future!


------------------------------------------------------------------


➤ Book an Appointment: https://oncehub.com/wealthcurvejourney


➤ Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars


➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.




This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.


Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.


NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

#20: Are Interest Rates Killing Your Bonds?

#20: Are Interest Rates Killing Your Bonds?

John L. Smallwood