What’s better for portfolios – bond ladders or bond funds? Danny digs into the differences and how mutual funds like Vanguard are performing ETF magic before diving into why rising mortality rates are affecting insurance premiums, how high net-worth investors like Warren Buffet and Bill Gates are embracing the Estate Tax, and the stocks you need to watch this week for steady gains in your portfolio.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – This Week on Your Money
2:30 – Bonds (and Bond Funds)
12:00 – Mutual Fund ETF Magic
17:30 – How Revere Handles Bonds
22:00 – Mortality Rates and Rising Premiums
23:30 – The Estate Planning Issue
30:00 – Is Your CPA Any Good?
32:00 – The Revere Asset Mailbag
43:00 – The Trouble with Bank Bailouts
54:00 – The S&P Pre/Post Presser
1:02:00 – Problematic Consensus Strategies
1:08:00 – Top Five Gaming & Leisure Stocks
1:16:00 – Why Interest Rates are Bad for Growth Stocks
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Show Links:
Bond Ladders vs Bond Funds – Which is Better for Portfolios
https://www.thinkadvisor.com/2023/02/10/bond-ladders-vs-bond-funds-which-are-best-for-portfolios
Wall Street Mutual Fund-to-ETF Magic Trick is Failing o Wow
https://www.thinkadvisor.com/2023/02/13/wall-streets-mutual-fund-to-etf-magic-trick-is-failing-to-wow
Life Insurers continue to see Mortality Exceeding Pre-Pandemic Levels
https://www.thinkadvisor.com/2023/02/10/what-life-insurers-are-saying-about-death-now
CPI to be revised for January price data
Restructuring domestic sovereign debt: Fiscal savings & financial stability considerations
https://www.brookings.edu/blog/future-development/2023/02/13/restructuring-domestic-sovereign-debt-fiscal-savings-and-financial-stability
The Budget and Economic Outlook: 2023 to 2033
https://www.cbo.gov/publication/58848
How to Tell if Your Client has a Good Tax Preparer
https://www.fa-mag.com/news/how-to-tell-if-your-client-has-a-good-tax-preparer-71977.html
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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to RevereAsset.com.
