Bonds: The Unbeaten Path to Secure Investment Growth

0.0

In Bonds: The Unbeaten Path to Secure Investment Growth, Hildy and Stan Richelson expose the myth of stocks’ superior investment returns and propose an all-bond portfolio as a sure-footed strategy that can ensure results. The book is designed to educate novice and sophisticated investors alike and serve as a tool for financial advisers as well. It explains why bonds can be the right choice and how to use them to achieve financial goals. It presents a broad spectrum of bond-investment options, describes how to purchase bonds at the best prices, and most important, shows how to make money with bonds. The wealthiest investors and financial advisers use the bond strategies described in this book to maximize the return on their portfolios while providing security of principal. These strategies can help you determine how to use bonds in your portfolio and take control of your financial destiny. You’ll be playing it smart while playing it safe. The all bond portfolio explained in Bonds: The Unbeaten Path to Secure Investment Growth offers a way to limit the risk of investment loss (always a hazard with equities and stock mutual funds) without losing out on substantial gains. Investments in bonds have grown significantly since the beginning of the twenty-first century. Investors now understand that they can make money with bonds and that bonds are an essential part of every investment program. For the investor who is risk averse or who cannot afford to lose money, bonds are hugely important because basing a financial plan on stock appreciation is a very risky strategy. Safe bonds protect principal and generate substantial after tax income without subjecting the investor to the substantial risk inherent in stocks. Bonds also provide growth through the magic of compound interest when the income is reinvested. In Bonds, Hildy and Stan Richelson offer readers a way to secure their financial future without taking a market risk. Nationwide, consumers and professionals alike seek the Richelson’s advice on fixed-income investing. Now, with this book, everyone can follow the unbeaten path to secure investment growth. About The Author Hildy Richelson, PhD, advises clients nationwide on buying fixed-income investments. President of the Scarsdale Investment Group, Ltd., a registered investment adviser, she is quoted as a bond expert in such publications as the Wall Street Journal and Money magazine. Stan Richelson is a NAPFA- registered, fee-only financial adviser and life-planning coach. Before becoming a financial adviser, he practiced law for a major Wall Street law firm, as well as for large corporations. He is a member of the Pennsylvania and New York bars. Table of Contents Part 1: Clearing the Cobwebs Bonds: The Better Investment The All-Bond Portfolio Adopting the All-Bond Portfolio: A Case Study Part 2: Bond Basics The Evolution of a Bond: From a Verbal IOU to Electronic Entry The Life of a Bond: How It’s Created, Issued, Priced, and Traded Part 3: Bond Categories U.S. Treasury Securities U.S. Savings Bonds U.S. Agency Debt U.S. Agency and Other Mortgage-Backed Securities Municipal Bonds Corporate Bonds Bond Look-Alikes Part 4: Options for Purchasing Bonds How to Buy Individual Bonds: A Tool Kit Bond Funds: The Good, the Bad, and the Worst Bonds Funds: A Taxing Matter Choosing a Bond Fund Part 5: Bond Investment Strategies Investment Planning With Bonds: How to Design Your Bond Portfolio Financial Planning With Bonds: Case Studies Maximizing Profits: How to Make the Most Money From Bonds