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More Ways to Lock in Higher Yields in Case Interest Rates Fall

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Manage episode 398542545 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today.

Topics covered include:

  • The risk of buying long-term bonds and ETFs to benefit from falling yields
  • How volatility drag has impacted a long-term bond ETF like TLT
  • Why interest rates won't go up just because the government issues more bonds
  • How CDs, fixed annuities, and zero-coupon bonds work
  • We compare and contrast the seven fixed-income options reviewed in this two-part series

Sponsors

Monarch Money – Get an extended 30-day free trial

Money for the Rest of Us listener survey

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Investors may be getting the Federal Reserve wrong, again—The Economist

Today's Best Multi-Year Guaranteed Annuities—Immediate Annuities

Zero-Coupon Treasuries Flew Off Shelves During October Yield Surge by Elizabeth Stanton—Bloomberg

Investments Mentioned

iShares 20+ Year Treasury Bond ETF (TLT)

Invesco BulletShares 2029 Corporate Bond ETF (BSCT)

Related Episodes

463: How to Lock in Higher Yields in Case Interest Rates Fall

418: Bond Investing Masterclass

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

506 episodes

Artwork
iconShare
 
Manage episode 398542545 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today.

Topics covered include:

  • The risk of buying long-term bonds and ETFs to benefit from falling yields
  • How volatility drag has impacted a long-term bond ETF like TLT
  • Why interest rates won't go up just because the government issues more bonds
  • How CDs, fixed annuities, and zero-coupon bonds work
  • We compare and contrast the seven fixed-income options reviewed in this two-part series

Sponsors

Monarch Money – Get an extended 30-day free trial

Money for the Rest of Us listener survey

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Investors may be getting the Federal Reserve wrong, again—The Economist

Today's Best Multi-Year Guaranteed Annuities—Immediate Annuities

Zero-Coupon Treasuries Flew Off Shelves During October Yield Surge by Elizabeth Stanton—Bloomberg

Investments Mentioned

iShares 20+ Year Treasury Bond ETF (TLT)

Invesco BulletShares 2029 Corporate Bond ETF (BSCT)

Related Episodes

463: How to Lock in Higher Yields in Case Interest Rates Fall

418: Bond Investing Masterclass

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

506 episodes

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