Should You Add Fixed Income Investments to Your Portfolio?

The Agent of Wealth

The Agent of Wealth
Should You Add Fixed Income Investments to Your Portfolio?
Jun 01, 2022 Episode 107
Marc Bautis

In today’s market, more and more people are looking into fixed income: an investment approach focused on preserving capital and income in the form of a reliable income stream, typically with lower risk than stocks. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bautis Financial Planner Kayla Waller to talk about the considerations an investor should make before adding fixed income investments to their portfolio. 

In this episode, you will learn:

  • The various kinds of fixed income investments.
  • How interest rate changes trickle down to bonds, mortgages, savings accounts, etc.
  • The risks associated with investing in fixed income.
  • Fixed income strategies, such as bond ladders. 
  • And more!

Resources:
Episode Transcript & Blog | ​​How Building a Bond Ladder Can Hedge Against Rising Interest Rates | How I Bonds Can Hedge Against Inflation | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

Timestamps:
0:46 - Spoiler: Should You Add Fixed Income to Your Portfolio?
1:46 - What is a Fixed Income Investment?
2:07 - Common Types of Fixed Income Products
3:04 - How Big is the Fixed Income Market?
3:50 - How Interest Rates Change
6:13 - Why People Are Considering Fixed Income in Today's Market
7:53 - Fixed Income Risks
8:34 - What Is a Bond Ladder?
11:47 - How I Bonds and TIPS Hedge Against Inflation & Add Fixed Income
14:32 - Normal Yield Curve vs Inverted Yield Curve
17:14 - Why Do Some Growth Stocks Drop in Price When Interest Rates Rise?