40 min

Navigating the Waves of Fixed Income: Strategies for a Secure Financial Voyage (Ep 18‪)‬ A Life Well Lived: Grow, Preserve and Transfer Your Wealth

    • Business

Navigating the Waves of Fixed Income: Strategies for a Secure Financial VoyageEmbark on a financial journey with Ken Ouellette and Orca Wealth Management in this episode of "A Life Well Lived." Today's captivating topic, "Principles to Successful Fixed Investing," dives into the often overlooked world of fixed income. Discover the keys to making fixed income investing exciting and how it can serve as the secure foundation of your investment portfolio.Key Points:* Understanding Fixed Income: Explore the concept of fixed income as the bedrock of your investment portfolio, akin to the secure foundation of your home.* The Importance of Fixed Income: Uncover why fixed income is crucial in moderating portfolio volatility and reducing overall risk.* Historical Perspective: Delve into the historical performance of fixed income investing and why it has lost its luster in recent years due to low-interest rates.* Yield Curve Insights: Learn about the yield curve and how it plays a pivotal role in fixed income strategies, offering opportunities to hedge bets and maximize returns.* Risks in Fixed Income: Examine the three major risks associated with fixed income – reinvestment risk, opportunity loss, and pricing dynamics.* Professional Guidance: Understand the significance of working with a financial professional with expertise in fixed income markets to optimize your investment strategy.Discover how fixed income, often overshadowed by equities, can be a powerful tool in achieving your financial goals. Join Ken and his guest, Don, as they share valuable insights, personal experiences, and practical advice on navigating the complexities of fixed income investing.

Navigating the Waves of Fixed Income: Strategies for a Secure Financial VoyageEmbark on a financial journey with Ken Ouellette and Orca Wealth Management in this episode of "A Life Well Lived." Today's captivating topic, "Principles to Successful Fixed Investing," dives into the often overlooked world of fixed income. Discover the keys to making fixed income investing exciting and how it can serve as the secure foundation of your investment portfolio.Key Points:* Understanding Fixed Income: Explore the concept of fixed income as the bedrock of your investment portfolio, akin to the secure foundation of your home.* The Importance of Fixed Income: Uncover why fixed income is crucial in moderating portfolio volatility and reducing overall risk.* Historical Perspective: Delve into the historical performance of fixed income investing and why it has lost its luster in recent years due to low-interest rates.* Yield Curve Insights: Learn about the yield curve and how it plays a pivotal role in fixed income strategies, offering opportunities to hedge bets and maximize returns.* Risks in Fixed Income: Examine the three major risks associated with fixed income – reinvestment risk, opportunity loss, and pricing dynamics.* Professional Guidance: Understand the significance of working with a financial professional with expertise in fixed income markets to optimize your investment strategy.Discover how fixed income, often overshadowed by equities, can be a powerful tool in achieving your financial goals. Join Ken and his guest, Don, as they share valuable insights, personal experiences, and practical advice on navigating the complexities of fixed income investing.

40 min

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