Fixed Income Blog

BondSavvy Launches Additional Investment Strategy Focused on Short Term Corporate Bonds.What has been surprising about the 2022 bond bear market is how far many short term investment grade corporate bond prices have fallen.  While some long-dated...Read more

Fidelity Investments has posted a recording of "Bond Buying Opportunities for the Brave," which BondSavvy founder Steve Shaw presented during a May 2022 Fidelity webinar.  Please click the following link to learn how investors in individual...Read more

On April 6, 2022, BondSavvy founder and fixed income expert Steve Shaw presented the best high yield bonds to BondSavvy subscribers.  Some high yield corporate bonds are trading at all-time lows while many issuing-company profits are...Read more

As US Treasury yields have been rising the last several weeks, there are corporate bond buying opportunities we haven't seen in years.  Certain corporate bonds of the world's best companies are now trading between 77% to...Read more

If you want individual corporate bond recommendations that have beaten the most popular corporate bond ETFs 76% of the time and to pay a fee relatively small to the returns historically generated, then BondSavvy could be...Read more

BondSavvy founder Steve Shaw, the leading expert on recommending individual corporate bonds to individual investors, presented five new corporate bond recommendations to BondSavvy subscribers on September 9, 2021.  As of November 10, 2021, these recommended bonds...Read more

On August 5, 2021, BondSavvy founder Steve Shaw joined Fidelity Investments' Vice President of Fixed Income Products & Services, Richard Carter, as part of the Fidelity fixed income webinar series.  This was the fourth consecutive year...Read more

BondSavvy founder Steve Shaw, the leading expert on recommending individual corporate bonds to individual investors, presented four new corporate bond recommendations to BondSavvy's investment newsletter subscribers on May 20, 2021.  This fixed income blog post contains summaries of...Read more

Bond investors should be embracing rising interest rates rather than running scared.  While rising interest rates may negatively impact certain corporate bonds in the short term, over the long term, rising interest rates can be a...Read more

On March 11, 2021, BondSavvy presented six new corporate bond recommendations to its investment newsletter subscribers during The Bondcast, an interactive subscriber webcast. This fixed income blog post provides a preview of these new investment recommendations...Read more

As BondSavvy’s subscriber base has grown, so too has the corporate bond trading activity following our investment recommendations. We estimate our subscribers can account for over 90% of customer buy trades in our recommended bond CUSIPs...Read more

BondSavvy has presented five new corporate bond recommendations, including four on the December 17 edition of The Bondcast, our subscriber-only bond webcast, and one more on December 18.  We believe these investments have upside that can...Read more

BondSavvy just 'green-lighted' four new corporate bond investment recommendations to our bond newsletter subscribers during The Bondcast.  We preview these bond recommendations in this fixed income blog post, which includes a summary of each recommendation at...Read more

BondSavvy Founder & President Steve Shaw, the leading expert in recommending individual corporate bonds to individual investors, presented five new corporate bond investment recommendations to BondSavvy's investment newsletter subscribers on June 5, 2020.  This fixed income blog...Read more

BondSavvy is dedicated to educating investors.  We want to empower you to understand how corporate bonds work so you can benefit from the strong returns and relative safety individual corporate bonds can provide.  It all starts...Read more

The COVID-19 pandemic created a Blue Light Special in the the US corporate bond market, as many corporate bonds recently hit all-time lows.  With this as the backdrop, on March 26, 2020, BondSavvy presented six new...Read more

Much has happened since we recommended Tiffany bonds (Tiffany 4.900% '44, CUSIP 886546AD2) on September 5, 2019.  When we recommended the Tiffany bonds, we saw a company with a strong balance sheet and disciplined capital allocation...Read more

Bargain hunting should not be limited to the mall this holiday season, as BondSavvy just presented four new corporate bond investments we believe are bargains. We provide a preview of our four investment recommendations in the...Read more

The brokerage industry was thrown into a tizzy when Charles Schwab, E*TRADE, Fidelity, Interactive Brokers, and TD Ameritrade recently cut online stock trading commissions to zero. As this played out, executives at many full-service brokerages hid...Read more

One of the biggest challenges bond investors face is how to select the best bonds out of the thousands that are available. May investors will compare bond ratings and bond YTMs, but bond rating methodologies are...Read more

Individual corporate bonds can achieve strong returns with less risk than stocks, but they are still a very small part of investor portfolios.  In this Fidelity webinar, BondSavvy founder Steve Shaw challenges many long-held bond-investing beliefs...Read more

Why do investors follow Moody's and S&P bond ratings when they only tell investors a fraction of what they need to know before making a bond investment? Since corporate bond ratings don't factor in a bond's...Read more

The goal of financial advisors and investment newsletters should be to empower customers to increase their investment returns after all fees paid by investors.  A key component of this is ensuring financial advisor costs and newsletter...Read more

BondSavvy has just presented four new corporate bond investment recommendations during The Bondcast.  These and all of our other corporate bond investment recommendations and updates can be viewed by subscribing to BondSavvy.  On May 15, 2019,...Read more

May 2019 is an important month for bond investors, particularly BondSavvy subscribers.  Today, we hosted our Office Hours webcast, where BondSavvy founder Steve Shaw answered subscribers' corporate-bond-investing questions during a one-hour webcast.  Below is a summary...Read more

Bond ladders are yesterday's way to invest in bonds. They limit investment returns and increase your default risk, but thousands of investors and financial advisors follow the bond ladder herd and this investment sin. Why? Four...Read more

How could a bond fund this bad get to be so big? Vanguard Total Bond Market Index Fund (ticker: VBTLX) is the world's largest bond fund, with $209.5 billion under management as of February 28, 2019. ...Read more

Your bond investing shopping cart is empty.  There are thousands of bonds out there; however, how do you know which bonds to add to your investment portfolio?  On March 15, 2019, BondSavvy presented four new corporate...Read more

With the death of Vanguard founder John Bogle, the debate continues on his legacy: both good and bad. While few could argue his positive impact on making investing more accessible, what is less known is how...Read more

BondSavvy seeks to maximize the total investment return of each corporate bond investment opportunity it presents BondSavvy subscribers.  While we know what coupon a bond will pay us, the biggest variable in how successful a corporate...Read more

At noon EST today, BondSavvy presented subscribers four new fixed income investment recommendations during The Bondcast.  Our bond investment recommendations include two investment-grade corporate bonds and two high-yield corporate bonds, with yields to maturity ranging from...Read more

BondSavvy has two subscriber webcasts scheduled over the next month for our fixed income newsletter subscribers.  These bond investing webinars include:November 19, 2018: The Super BondcastDecember 12, 2018: The BondcastDuring The Super Bondcast, we update the...Read more

This post covers two sets of recommendations we have made for JCPenney bonds: one on April 4, 2020 and another during 2018, which we later sold in May 2019 after JCPenney's financials continued to weaken. Our...Read more

Join BondSavvy Founder Steve Shaw and E*TRADE's Mike Cannizzaro to learn an alternative to traditional hold-to-maturity corporate bond investing that takes advantage of corporate bond market attributes to help increase investment returns.  This investment webinar is available...Read more

At noon EDT today, BondSavvy presented four new corporate bond investment recommendations during The Bondcast, an exclusive subscriber-only webcast where we review the investment rationale and supporting bond investment analysis for each recommendation.  You can now...Read more

You can now view the webcast of BondSavvy founder Steve Shaw's July 16 presentation to the SEC's Fixed Income Market Structure Advisory Committee (FIMSAC). During the presentation, Steve refers to the BondSavvy SEC comment letter on...Read more

     On July 16, 2018, BondSavvy founder Steve Shaw will participate in a panel discussion of the US Securities and Exchange Commission's Fixed Income Market Structure Advisory Committee (the "SEC FIMSAC").  The topic of the...Read more

On May 17, BondSavvy founder Steve Shaw sat down with Richard Carter of Fidelity Investments for an exclusive webinar: "The case for a more active approach to bond investing".  Fidelity recently posted a recording of the...Read more

You can now view the corporate bond investment recommendations we presented May 31, 2018 by purchasing our investment newsletter subscription. We reviewed these with BondSavvy subscribers during The Bondcast on May 31, 2018 and recently posted...Read more

This video is one part of BondSavvy's 10-part Corporate Bonds 101 video and helps investors weigh interest rate risk and credit risk when investing in individual corporate bonds.  The full video is included when you purchase...Read more

BondSavvy has just released its new set of corporate bond recommendations. Individual investors can see them by clicking here. Financial advisors, family offices, and other corporate bond investors can call our founder Steve Shaw at (201)...Read more

Update Note: On August 8, 2018, Albertsons and Rite Aid announced the termination of their merger agreement. While the below analysis no longer pertains to a combined Albertsons / Rite Aid company, it shows the level...Read more

Watch this video before investing another dollar into an overvalued bond fund. Many popular bond funds try to replicate 'the market' and since the market is largely bonds priced at a premium to par, you are...Read more

BondSavvy has just released its new set of corporate bond recommendations.  Individual investors can see them by clicking here.  Financial advisors, family offices, and other corporate bond investors can call our founder Steve Shaw at (201)...Read more

Many investors believe bonds are where you go to 'not screw things up' and earn 2-4% returns.  It's time for a new approach. In this original video, I show you a new approach to bond investing...Read more

Many people invest in municipal bonds because they believe munis drive higher after-tax returns than corporate bonds.  This blog post shows this is not always the case. The Punchline If investors buy individual corporate bonds, rather...Read more

BondSavvy founder Steve Shaw's investment-grade corporate bonds are up 11.14% through September 30, 2017 compared to 3.15% for the world's largest bond ETF.  Learn how he did it by reading this fixed income blog post.  Please...Read more

On September 26, BondSavvy hosted the premier of The Bondcast at the Morristown Hyatt where founder Steve Shaw presented his latest corporate bond investment recommendations.  This presentation is now available by clicking here. The purpose of...Read more

The scoop: Contrary to what everyone has told you, individual investors can sell corporate bonds at a fair price.  Across different parts of the BondSavvy site, including this page, we have shown how owning a select group...Read more

The Bondcast is a first-of-its kind event, and we have been receiving questions from customers and prospective customers on how this subscriber webcast works.  Please see answers to The Bondcast FAQs below: 1. Why should I...Read more

Hardly a day goes by without a story about how ETFs are revolutionizing the investment world.  There are now many articles and posts praising bond ETFs, but what's been missing from the analysis is the often...Read more

Conditions continue to remain favorable for corporate bond investment performance with 1) strong corporate earnings, 2) low inflation, 3) expectations for relatively steady interest rates, especially for longer-dated maturities, and 4) historically narrow corporate bond bid/ask...Read more

Watch BondSavvy founder Steve Shaw provide perspective on interest rates, corporate bond investing best practices, and some of the best bonds in his portfolio during his interview with Jill Malandrino at Nasdaq TradeTalks.     [getstartedfreesample]...Read more

Read Antonia Oprita's Real Money column in The Street where I talk about the outlook of Federal Reserve policy and its impact on corporate bond investing....Read more

Just-released June 30 performance numbers show how investors can benefit from owning individual bonds instead of bond funds.  Please see the below returns summaries that compare my investments in individual bonds to those of large bond...Read more

Platform offers an educational crash course and The Bondcast series to empower people to invest in individual corporate bonds New York, NY — June 28, 2017 — Steve Shaw, the former head of Tradeweb Direct who...Read more