The "Nothing is Working" Market; A New Bond Strategy
Manage episode 339975173 series 2969635
It's been a challenging couple weeks in the market, to say the least. CEO Noland Langford,MBA,CFP® and Director of Research, Brian Dress, are back this week to help you make sense of the market weakness, both across stocks and bonds.
The Federal Reserve seems determined to talk this market down and we've seen interest rates rising rapidly, as a result. We're calling this the "Nothing is Working" market. It's probably best for investors to take a breath and focus on getting the right investments in the portfolio for the long haul.
We are taking advantage of the higher interest rates to deploy a new bond strategy. Some low coupon investment grade bonds are now trading at a discount. It is possible to buy $10,000 in face value in a bond like the Boeing example we mention in the video for $8,000 and deploy the excess capital in something with more upside, like a stock. It's a bit difficult to describe in words here, so listen to the podcast to hear Noland explain the strategy more artfully.
Topic 1: The "Nothing is Working" Market Topic 2: The "Enhanced" Bond Portfolio
To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact me directly to set a free appointment. Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Sign up for our research service to receive this week's "The Chosen" report at https://leftbrainir.com/subscribe. We think it's time for investors to consider putting excess cash back in stock and bond markets, where the momentum is looking better and long-term prospects look strong.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress.
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
100 episodes