BCM Buffer Series

From: Brookstone Capital Management

Expand Your Core: Constructing a Bond Portfolio to Prosper in Changing Environments

From: Ocean Park Asset Management

Executive Summary:

• Just as the S&P 500 Index is the “go-to” benchmark for U.S. stocks, the Bloomberg Barclays U.S. Aggregate Bond Index (often called the “Agg”) acts as the go-to index for core U.S. bonds.

• U.S. 10-year Treasury rates have fallen for the past 40 years from a high of over 15% to 1.3%…

Why You Should Be a Risk-Taker

From: www.morningstar.com

Since you can’t really avoid risk, you might as well take control of the situation.

Risk, it seems, is a four-letter word.

That’s true in the literal sense, of course. But it’s also no stretch to say risk carries a negative connotation for investors. True, the market is clipping along in 2021 (the S&P 500 is up more than 8% as of early April, on…

5 Issues for Bond Investors to Consider: Wells Fargo

From: www.thinkadvisor.com

Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment, according to a new report from Wells Fargo Investment Institute.

The report puts forward five characteristics of bonds it says investors should consider before they make changes to their bond holdings.

1. Performance

Investors should judge fixed income performance by…

9 Ways to Protect Your Retirement Income When Markets Are Volatile

From: www.retirementplanning.net

Most people rely on their retirement savings accounts, such as a 401(k) account or an IRA (individual retirement account), for the non-working years of their life. While these plans supplement Social Security benefits, they are also prone to market volatility. A downturn in the market could have severe implications on your retirement income from these accounts. But since…

4 Things You Can Do to Adapt Your Financial Plan to Market Fluctuations

From: www.financialadvisor.net

Markets are dynamic and continually change owing to a variety of global and domestic factors. These market fluctuations can have a considerable impact on general investment strategies and a portfolio’s worth. A market swing in the positive direction can increase the reward for investors, while a downward strike can augment the risk and reduce overall returns….

What to Know About Custodial Accounts

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Are you wondering about different ways to invest in your family’s future?

A custodial account can help you give your children (or another young family member, like a niece, nephew or grandchild) financial support for their college education.

How Custodial Accounts Work

A custodial account is a type of savings account that allows adults to control funds on behalf of…

Why Portfolio Diversification Still Works

From: www.morningstar.com

Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern held true in early 2020 as many major asset classes (except high-quality bonds and cash) moved in tandem during the coronavirus-driven market downturn. And over the past 20 years, correlations have edged up for several asset classes, including…

4 Ideas for Protecting Your Assets

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

What lies ahead?

It’s impossible to predict the future, but that doesn’t mean you have to feel caught off guard during times of uncertainty.

In particular, when it comes to safeguarding your wealth, there are steps you can take to help protect your assets and find peace of mind.

Here are a few good practices to be aware of.

Three Reasons to Consider Municipal Bonds

From: www.lordabbett.com

Lord Abbett muni-bond experts highlight current trends in credit quality, supply/demand dynamics, and relative valuations

In a recent webinar with investors, a panel of Lord Abbett experts, including Partner and Director of Tax-Free Fixed Income Dan Solender, Portfolio Manager Greg Shuman, and Director of Municipal Bond Research Eric Friedland, outlined some reasons why municipal bonds remain a potentially attractive asset class…