The Bondcast FAQs

The Bondcast FAQs
The Bondcast is a first-of-its kind event, and we have been receiving many questions from customers and prospective customers.  Please see answers to The Bondcast FAQs below:

1. Why should I attend The Bondcast?
The Bondcast makes bond investing simple and equips you to make successful corporate bond investments by providing specific corporate bond investment recommendations.  Steve Shaw has achieved strong returns investing in corporate bonds, and he wants to share his investment recommendations with you so you can realize the benefits of investing in corporate bonds.

Given the thousands of different bonds available and many pieces of relevant information, investors need someone to show them which corporate bonds offer the strongest returns relative to a bond's risk.  This is the focus of The Bondcast.

2. How long is The Bondcast and what's the agenda?
The Bondcast is a 45- to 55-minute presentation, which consists of i) Steve's new corporate bond investment recommendations; ii) a review of bond market conditions and trends, and iii) other relevant topics requested by BondSavvy AAA subscribers.  Each recommendation will include a company business and credit analysis and a detailed discussion of each recommended bond so investors can weigh the potential risks and returns of each investment.  

3. Is The Bondcast a live event or a webcast?
Both.  At noon ET on the day we release new bond picks, we host the live edition of The Bondcast, which is exclusive to AAA and enterprise subscribers. Shortly after this call, we put a webcast version of The Bondcast in the My Account area of the BondSavvy site.          

4. How many corporate bond recommendations will you make at each edition of The Bondcast?
Four. These recommendations will all be at the individual bond, or CUSIP, level.         

5. How will the recommendations be split between investment-grade and high-yield corporate bonds?
Our goal is to have a fairly even split; however, based on market conditions, at certain editions of The Bondcast, it may skew slightly toward either investment-grade or high-yield corporate bonds.

6. What analysis does BondSavvy conduct prior to making an investment recommendation?
We lay out our investment process in the Crash Course on Corporate Bond Investing which you can view here .  We encourage customers to view the Crash Course prior to attending The Bondcast.  In summary, we conduct corporate bond searches through online broker-dealers where we narrow down lists of thousands of bonds into a smaller number based on our knowledge of different companies, relative yields, pricing, maturities and other available information.  Once we have a focused list of potential corporate bond investments, we conduct in-depth credit and financial analysis on each company.  Based on this analysis and the bond's yield, price, maturity, and other factors, we further narrow down the list into the bonds we recommend during The Bondcast.

7. Is this a good value for what I am paying?
For individual investors, viewing The Bondcast costs $125 if purchased à la carte.  Assuming four recommendations, you are paying $31.25 per recommendation.  Steve Shaw has achieved above-market returns investing in corporate bonds, and the goal is for our fees to pay for themselves through strong returns subscribers achieve by using our picks. We believe these fees are a good value relative to what investors pay in recurring mutual fund fees and commissions or annual fees paid to traditional financial advisors.

8. Am I going to have to do a bunch of work to make corporate bond investments?
No.  BondSavvy does the heavy lifting for you.  During The Bondcast, we will provide you key pieces of information on each company and bond we are recommending, boiling it down to one or two Powerpoint slides.  Along with additional color provided during The Bondcast, you will have the information you need to make an investment.  All you'll need to do is execute the trade through an online broker or your financial advisor.

9. What happens if a recommendation changes?
Once we host The Bondcast, we provide regular updates to attendees on the performance of the issuing companies.  We also recommend when a bond becomes a 'sell.'  BondSavvy maximizes returns through capital appreciation.  Locking in capital appreciation by selling bonds -- often well before maturity -- is a key part of our approach.    

One advantage of being a AAA or enterprise subscriber is that, in the event a recommendation changes, you will have access to all editions of The Bondcast during your subscription period, so you can readily substitute a new bond for the one that is no longer recommended.

10. Can I go back and view editions of The Bondcast I have purchased?
Of course.  Once you purchase an edition of The Bondcast, you can access it in the My Account area of the BondSavvy site.   FYI, if you buy the Crash Course on Corporate Bond Investing, you can access it in the My Account area of the BondSavvy site as well.

11. Is BondSavvy an SEC-registered trading platform, broker-dealer, investment adviser, or asset manager?
None of the above.  BondSavvy is not registered as an investment adviser under the Investment Advisers Act of 1940, or the securities laws of any state or other jurisdiction, nor is such registration contemplated.  BondSavvy makes recommendations on individual corporate bond investments and charges a fee to customers. We do not hold customer assets, and we do not execute trades on behalf of customers.    

12. Are BondSavvy's corporate bond investment recommendations specific to my portfolio? 
As BondSavvy operates under the publishers’ exemption of the Investment Advisers Act of 1940, the investments discussed during The Bondcast do not take into account an investor’s particular investment objectives, financial situation or needs. In making an investment decision, each investor must rely on its own examination of the investment, including the merits and risks involved.  Please see our general disclaimer here.

13. How is BondSavvy compensated for The Bondcast?
We charge a flat fee to attend The Bondcast or a subscription fee to attend every edition of The Bondcast during the year. You can save by using the Refer a Friend function under the share icon and receive a credit of 10% of the value purchased by people you refer to BondSavvy.

14. I want to attend The Bondcast, what do I do next?
Click here for registration options. You can either buy à la carte for $125 or become a AAA Subscriber. We look forward to seeing you at the next edition of The Bondcast.

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