BondSavvy Is Investing's Best Value. Period.

The sooner you subscribe, the sooner you benefit from:

  • Bond recommendations that are beating the most popular bond funds and ETFs
  • Access to all prior 48 bond picks
  • 20+ new bond recommendations each year. Six new picks presented March 26 with more the week of March 30
  • Regular recommendation updates throughout the year
  • A 45-minute corporate bonds 101 video
  • Newsletter updates on tender offers and our bond market perspective
  • ‘Office Hours’ webcasts where you ask any questions you have on bond investing

What our subscribers are saying:

"BondSavvy is terrific! It offers detailed bond recommendations and information updates (including timely hold and sell alerts), with great service and responsiveness. Very glad I subscribed."

John C., New York, NY

"As a new subscriber to BondSavvy, I have gathered a treasure trove of investing techniques that have allowed me to convert my portfolio from mostly stock holdings to a valuable... Read more

Les S., The Villages, FL

"I have been a member for over a year and my first year returns have been terrific - over 15% returns within 12 months! BondSavvy is a great service that provides you education... Read more

Ken K., Wilsonville, OR

"I simply could not be more pleased with the service."

Rohit M., Missouri City, TX
See Our Subscriber Dashboard FAQs

One Year

$395

save
$115

Two Years

$675

Bondsavvy Gift Card

BondSavvy equips financial advisors to:

  • Differentiate their practices with unparalleled bond investing expertise they can use to benefit their clients
  • Improve client performance through a select portfolio of individual corporate bonds
  • Better understand the US economy and fixed income markets based on our bond recommendation webcasts
  • Regularly engage clients on new bond investing opportunities and market dynamics (if you like adding value to your clients, then BondSavvy is for you)

How we charge

Our goal is to provide advisors with access to our recommendations at a fee comparable to – or lower than – a low-cost bond ETF. We charge based on the advisor’s individual corporate bond AUM. For example, for advisors with less than $5 million in corporate bond AUM, we charge a first-year fee of $750. In subsequent years, we may adjust this fee based on how broadly our recommendations are used in client portfolios.

FAQs

Subscriber Service Description Frequency
Logo Access to all new recommendations plus our 48 prior recommendations After quarterly earnings
6 NEW PICKS
MARCH 26
Which Bonds To Buy Webcast where we update prior buy/sell/hold bond recommendations 3x each year:
Jan, May and Oct
ALL PICKS UPDATED JAN 23 '20 

Corporate Bond Investment Ideas Bond investment newsletter emailed to subscribers with further buy/sell/hold updates, tender offer recommendations, etc. Regularly throughout the year
Bond Investment Strategies Subscriber Q&A webcasts on corporate bond investing 3-4x each year

Before BondSavvy, bond investors had two unappealing choices: 1) sift through thousands of individual corporate bonds and guess which ones to buy and 2) invest in bond funds that often have weak returns and understate the true cost of such investments. BondSavvy empowers subscribers to make direct investments in bonds, which reduces costs, increases transparency, and enables investors to maximize returns. Our bond recommendations take the guesswork out of bond investing and save time, as subscribers access thoroughly researched sets of bond recommendations they can add to their portfolios.

We present new bond investment recommendations during The Bondcast, a live subscriber-only webcast that includes subscriber Q&A. We record each edition of The Bondcast and then post the webcast recording and PDF of the presentation in the My Account area of BondSavvy. We update our recommendations throughout the year, including during three editions of The Super Bondcast, where we update buy/sell/hold recommendations for each previously recommended corporate bond. We supplement our webcasts with an emailed investment newsletter that provides additional recommendation updates and notifications of upcoming subscriber events.
If you bought ten bonds of each BondSavvy recommendation, you would have achieved $75 in return for each $1 paid in BondSavvy fees through January 31, 2020 (view full analysis on this page). We believe this is a compelling value, especially when compared to fees charged, and returns achieved, by financial advisors and bond mutual funds.

As soon as you subscribe to BondSavvy, you gain immediate access to all of our current and previous bond investment recommendations.  This includes access to all prior editions of The Bondcast, where we present new bond recommendations, and The Super Bondcast, where we update existing investment recommendations.  Subscribers receive a tremendous amount of value immediately.  As a result, we do not offer free trials.

We recommend both investment-grade and high-yield corporate bonds. We look for bonds with compelling values that can increase in price and achieve strong total returns. Often times, we find bonds rated below investment grade by the bond rating agencies that, based on their financials, should be rated investment grade. Such bonds often present compelling risk-reward investment opportunities.

Steve Shaw founded BondSavvy to empower investors.  We want individual investors to know everything the big guys know about bond investing.  We host Office Hours three times each year where subscribers submit questions regarding corporate bond investing.  Steve then reviews his answers to each subscriber question during the Office Hours webcast.

No. BondSavvy provides investment recommendations our subscribers use to decide which bonds to buy and when to sell previously recommended bonds. We do not hold customer assets and our recommendations do not take into account an investor’s particular investment objectives, financial situation or needs.

BondSavvy subscribers transact through their own brokerage firm such as Fidelity and E*TRADE.

Which Bonds Should I Buy?

We Present Four New Bond Picks at Each Edition of The Bondcast

Watch Founder Steve Shaw preview the premier of The Bondcast