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Holding Long-term Bonds, but not to Maturity

Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Rule? Not yet...the impact of lower interest rates on a viable distribution plan; how to create one as Recession looms. Dealing with durations: Holding long-term bonds, but not to maturity. Credit risk in bonds, and the importance of portfolio fluidity. Distribution planning and timing: What are appropriate benchmarks for portfolio performance? Is the 60/40 portfolio dead? (No.) Why we may be at the peak of rate hike cycle; proactivity is the key. Is bailing on market volatility a loser's game? Setting reasonable expectations for portfolio risk; what to do when the fundamentals are skewed. (Getting more "likes" than Lance.) Looking at Bond ETF's and the risk from mass redemptions.

3:13 - Market Commentary: When Will Rate Cuts Hit?
14:44 - Creating Distribution Plans as Recession Looms
30:21 - What Are Appropriate Benchmarks for Portfolio Performance
44:33 - Should You Bail on Market Volatility?

Hosted by RIA Advisors Senior Financial Advisors Danny Ratliff, CFP, and Jonathan McCarty, CFA, CFP
Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Liquidity Problems Are Closer Than You Think"
https://realinvestmentadvice.com/liquidity-problems-are-closer-than-you-think/
"Valuation Metrics And Volatility Suggest Investor Caution"
https://realinvestmentadvice.com/valuation-metrics-and-volatility-suggest-investor-caution/
"Berkshire And The Cash Dilemma"
https://realinvestmentadvice.com/newsletter/
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Our previous show is here: "Liquidity Problems Are Closer Than You Think"
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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