Tag: Bonds

FEATURE
Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

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Welcome to a special episode of the Wealth of Insight podcast with your host, Austyn Whittenburg. Get ready to dive into a crucial topic that impacts us all – politics and its intersection with investing. Austyn breaks down the historical relationship between political events and the market, revealing surprising insights that challenge common perceptions.

In this episode, Austyn covers:

  • The Market’s Impartial Stance: Explore how the market reacts to uncertainty and why it remains impartial to political affiliations.
  • Election Year Volatility: Understand the historical trends in the first five months of election years, and how the market tends to stabilize as election season progresses.
  • Long-Term Focus: Discover why keeping politics out of investing is crucial for long-term success, and how emotional decisions can be detrimental to your financial goals.
  • Historical Performance: Delve into the historical performance of the market under different political administrations, highlighting that markets have seen positive returns in most election years.
  • Diversification Strategies: Austin emphasizes the importance of diversification in a long-term investment strategy and how it can help navigate market volatility.
  • Practical Insights: Gain practical advice on how to build portfolios that anticipate volatility and market changes, rather than reacting impulsively.

Join Austyn as he brings a wealth of insight into separating political noise from sound investment decisions. Don’t let the uncertainty of politics dictate your financial future – empower yourself with knowledge and make informed choices.

Have questions or want to share your thoughts? Reach out to Austyn at Whittenburg Wealth Partners’ website or text him at 801-839-7056. Subscribe and share the Wealth of Insight podcast with your friends and family for more valuable financial wisdom. Remember, your financial journey starts with informed decisions.

 

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2024: What We’re Watching (Ep. 47)

2024: What We’re Watching (Ep. 47)

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What will 2024 look like?

Let’s talk about our anticipations for 2024 and what we’re keeping our eyes on.

Austyn Whittenburg goes over the economic forecast for 2024. He tackles the question of an impending recession and provides insights into stock and bond market trends, all while considering the influence of global events.

Austyn discusses:

  • The economic outlook for 2024
  • What he anticipates the potential recession will look like
  • Stock and Bond market trends 
  • Considerations around geopolitical factors
  • And more

Resources:

Connect with Austyn Whittenburg:

 

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Bonds: Not Just for Your Grandparents! Exploring the Exciting World of Fixed Income (Ep.39)

Bonds: Not Just for Your Grandparents! Exploring the Exciting World of Fixed Income (Ep.39)

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We’ve said it before, and we’ll say it again now: There is no such thing as a dumb question when learning how to invest your money. 

Today, we’re answering the questions you’re too afraid to ask about bonds.

In this episode, host Austyn Whittenberg discusses different types of bonds and bond terms. He explains that bonds are issued by companies or governments to raise money, and investors lend money and receive interest payments in return. 

He then categorizes bonds into investment grade and high yield, and also discusses municipal bonds and US Treasuries. They emphasize the importance of understanding bond yield and how it affects the potential return on investment. 

Austyn discusses:

  • The difference between municipal bonds and US treasuries
  • Various terms used when discussing bonds and what they mean
  • The importance of bond yield: What it is & how to read it for your investing advantage
  • The yield curve and its implications: What the different curves mean for the state of the economy
  • And more

 

Resources: 

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Questions You’re Afraid To Ask: Stocks, Bonds, ETFs, and Beyond! (Ep.38)

Questions You’re Afraid To Ask: Stocks, Bonds, ETFs, and Beyond! (Ep.38)

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Stocks, bonds, ETFs, oh my! What’s the difference between all these anyway?

In this episode, Austyn Whittenberg discusses the difference between stocks and bonds. Austyn also emphasizes the importance of diversification and having a combination of both stocks and bonds in investment portfolios. 

He also delves into the difference between actively managed and passively managed funds, mutual funds and exchange-traded funds (ETFs), and highlights the benefits of each.

Austyn discusses:

  • The pros and cons of stocks and bonds (+ how to find out which one is best for your needs!)
  • What it means when an advisor says they are passively vs. actively managing investments and which one you should ask for in your next advising session
  • Getting the most bang for your buck!–Everything you need to know about ETFs
  • And more

 

Resources: 

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A Financial Forecast For 2023 (Ep.24)

A Financial Forecast For 2023 (Ep.24)

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You can potentially expect the economy to slow down even a little bit more in 2023, from what you’ve experienced in 2022. Specifically, if you’re looking at the global economy it might be around the 2% range.

But wouldn’t it be helpful to have a crystal ball that would tell you exactly what to expect in the new year?

In this episode, Austyn Whittenburg answers some of the common questions his clients are asking at this time of year and shares a 2023 outlook as it relates to the economy stock market.

Austyn discusses:

  • If the economy is headed in the direction of a recession
  • Why the rising interest rates are contributing to the slowing of the economy
  • The worst year for bonds and why a recovery is expected in the new year
  • And more

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Mid-Year Outlook On The Economy (Ep.12)

Mid-Year Outlook On The Economy (Ep.12)

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It certainly has been a bumpy ride over the past few months. But after some forecast analyses, are we finally going to see some improvements to the economy or do we have to keep our seat belts fastened as it drops even further?

In this episode, Austyn Whittenburg gives you a midyear outlook and what to expect the next six months to look like as it relates to the stock market and the economy.

Austyn discusses:

  • The forecast for the next six months relating to the economy and stocks
  • New opportunities with the current markets
  • How midterm elections can affect the stock market 
  • Is a recession really happening
  • And more

Resources:

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Publishing Tags: 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies mentioned will be successful.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.



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Positioning in the Bond Market with Scott Tallman (Ep. 9)

Positioning in the Bond Market with Scott Tallman (Ep. 9)

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With bonds in a laddered format, there is an opportunity to potentially increase your income stream with each passing year.

In this episode, Austyn Whittenburg talks with Scott Tallman, vice president at Belle Haven Investments. He shares how he is helping position people in the bond market and how the bond ladder impacts decision-making for bidding directly on bonds.

Scott discusses:

  • Two different ways to own a bond when investing
  • How he makes decisions on behalf of clients
  • How a bond ladder works
  • Where bonds have the potential to shine
  • And more

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About Our Guest:

Scott Tallman is the vice president at Belle Haven Investments, an independent, boutique fixed income manager. The firm specializes in building separately managed taxable and tax-exempt portfolios. Belle Haven has been managing portfolios since 2002. We are uniquely committed to serving consultants and advisors along with the institutions, foundations, family offices and high net worth individuals whom they represent. Our team’s expertise and focus in one asset class have resulted in award-winning strategies. Our goal is to provide an unrivaled level of service, reliability and customization to our advisors in building what we hope are partnerships for years to come.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as

interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be

subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. There is no assurance that these techniques are suitable for all investors or will yield positive outcomes. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Alpha measures the difference between a portfolio’s actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) than its Beta would predict. Beta measures a portfolio’s volatility relative to its benchmark. A Beta greater than 1 suggests the portfolio has historically been more volatile than its benchmark. A Beta less than 1 suggest the portfolio has historically been less volatile than its benchmark.



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