Fixed Income Investments Blog

Best Bonds
Best Bonds
Sep 12, 2019

One of the biggest challenges investors have is how to select the best bonds out of the thousands that are available.  Luckily, we founded BondSavvy to solve this problem.  During the September 5,... Read more

Why We're Pouring Ketchup on Bond Ratings
Why We're Pouring Ketchup on Bond Ratings
Jul 12, 2019

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 price,... Read more

When Financial Advisor Fees Exceed Investor Returns
When Financial Advisor Fees Exceed Investor Returns
Jun 15, 2019

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

Best Bonds To Buy Now
Best Bonds To Buy Now
May 31, 2019

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.  ... Read more

Bond Investment Webinars 2019
Bond Investment Webinars 2019
Apr 25, 2019

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... Read more

Why Bond Ladders Are Broken
Why Bond Ladders Are Broken
Apr 18, 2019

Why are investors in individual bonds typically told to build a bond ladder?  Do they generate higher returns?  Is there less risk in a bond ladder? ... Read more

The Vanguard Bond Fund Road to Nowhere
The Vanguard Bond Fund Road to Nowhere
Mar 24, 2019

By Steve Shaw, Founder & President, BondSavvy How could a bond fund this bad get to be so big? Vanguard Total Bond... Read more

Best Fixed Income Investments
Best Fixed Income Investments
Mar 15, 2019

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... Read more

Vanguard's Hidden Bond Fund Fees - The Dark Side of John Bogle's Legacy
Vanguard's Hidden Bond Fund Fees - The Dark Side of John Bogle's Legacy
Jan 30, 2019

By Steve Shaw, Founder & President, BondSavvy With the death of Vanguard founder John Bogle, the debate continues on his legacy: both good and bad. While few could argue... Read more

When Is It Time To Sell a Corporate Bond?
When Is It Time To Sell a Corporate Bond?
Dec 27, 2018

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 ... Read more

Best Individual Corporate Bonds
Best Individual Corporate Bonds
Dec 12, 2018

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 4.58%... Read more

Watch Steve Shaw's Bond Investing Webinar on E*TRADE
Watch Steve Shaw's Bond Investing Webinar on E*TRADE
Nov 22, 2018

E*TRADE has posted a recording of BondSavvy founder Steve Shaw's bond investment webinar Active Corporate Bond Investing, which originally aired for E*TRADE customers on November 6, 2018.  Click "Watch Webinar" in the... Read more

Best Bonds To Buy
Best Bonds To Buy
Nov 4, 2018

BondSavvy will present new corporate bond investment ideas at 12:00pm EST on November 19 and the week of December 3.  These corporate bond investing webinars, which we call "The Bondcast" are only available ... Read more

Active Corporate Bond Investing Webinar with E*TRADE
Active Corporate Bond Investing Webinar with E*TRADE
Oct 26, 2018

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 return on investment. ... Read more

Best Bond To Buy Now: JCPenney 5.65% '20
Best Bond To Buy Now: JCPenney 5.65% '20
Sep 28, 2018

NOTE: This is a corporate bond investment recommendation BondSavvy made to subscribers September 10, 2018 at an offer price of 92.65 for JCPenney 5.65% 6/1/20 bonds ("JCP '20 bonds").  We then recommended subscribers purchase additional amounts... Read more

Understanding Interest Rate Risk and Credit Risk
Understanding Interest Rate Risk and Credit Risk
Sep 18, 2018

This video is one part of BondSavvy's 10-part video "The Crash Course on Corporate Bond Investing" and helps investors weigh interest rate risk and credit risk when investing in individual corporate bonds.  Click here to view the video... Read more

Best Bond Investments
Best Bond Investments
Aug 14, 2018

At noon EDT today, BondSavvy presented four new corporate bond investment recommendations during The Bondcast.  You can now view these latest corporate bond picks by clicking here.  Our prior bond picks have shown how a select... Read more

Steve Shaw Presents to SEC on Corporate Bond Investing for Retail Investors
Steve Shaw Presents to SEC on Corporate Bond Investing for Retail Investors
Jul 16, 2018

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) by clicking https://youtu.be/158D7mTo4s4 .  During the presentation, Steve refers... Read more

BondSavvy Submits SEC Comment Letter on US Corporate Bond Market
BondSavvy Submits SEC Comment Letter on US Corporate Bond Market
Jul 14, 2018

     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... Read more

Watch Our Active Investing Corporate Bond Webinar with Fidelity Investments
Watch Our Active Investing Corporate Bond Webinar with Fidelity Investments
Jun 20, 2018

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... Read more

Top Corporate Bonds
Top Corporate Bonds
May 31, 2018

You can now view the corporate bond investment recommendations we presented May 31 by clicking here. We reviewed these with BondSavvy subscribers during The Bondcast on May 31 and recently posted the webcast recording online. ... Read more

Best Bonds To Invest in
Best Bonds To Invest in
Mar 8, 2018

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... Read more

Is Albertsons' Acquisition of Rite Aid Good for Bondholders?
Is Albertsons' Acquisition of Rite Aid Good for Bondholders?
Feb 23, 2018

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

Individual Bonds vs. Bond Funds and ETFs - Which Are Better?
Individual Bonds vs. Bond Funds and ETFs - Which Are Better?
Jan 16, 2018

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... Read more

Individual Bond Recommendations
Individual Bond Recommendations
Dec 13, 2017

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) 748-9862... Read more

VIDEO - Corporate Bonds: Achieve Equity Upside Without the Equity Downside
VIDEO - Corporate Bonds: Achieve Equity Upside Without the Equity Downside
Nov 22, 2017

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. ... Read more

Fixed Income After-Tax Returns: How Corporate Bonds Beat Munis
Fixed Income After-Tax Returns: How Corporate Bonds Beat Munis
Nov 4, 2017

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. ... Read more

Corporate Bond Investment Returns Through September 30, 2017
Corporate Bond Investment Returns Through September 30, 2017
Oct 14, 2017

Steve Shaw's investment-grade corporate bonds are up 11.14% through 9/30 compared to 3.15% for the world's largest bond ETF.  Learn how he did it by reading this blog post.Investment-Grade Corporates Up 11.14%The corporate bonds I own... Read more

The Bondcast -- Now Available Online!
The Bondcast -- Now Available Online!
Sep 28, 2017

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... Read more

Corporate Bond Investing Myth #1 -- You Get Ripped Off if You Sell
Corporate Bond Investing Myth #1 -- You Get Ripped Off if You Sell
Aug 25, 2017

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 of individual... Read more

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