Insurance Pro Blog Podcast

Bond Inflows Highlight Annuity Strengths and Speak to Inept Investors

07.16.2023 - By TheInsuranceProBlog.comPlay

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Today we're shaking up the safe haven and taking a fresh look at bonds and, more specifically, bond funds. We're tackling some burning questions that have been simmering in the financial landscape. You've probably always heard bonds are your best friends during economic turmoil, right? But are they really as safe as they seem?  We're going on a deep dive into recent bond fund data and revealing some astonishing results. Have you ever wondered why Fidelity seems to be the star player, bagging nine of the top ten bond fund slots? We have some ideas that may just turn your understanding on its head. If it feels like you've been thrown into a financial maze blindfolded, you're not alone. Many investors are investing in funds that aren't just underperforming, they're sinking. The big question is: how can you do better? Let's discuss the elephant in the room: the complicated dance between bonds and interest rate policy. You know, the thing that most people don't want to touch with a ten-foot pole? Well, we're diving in because understanding this could be the game changer for your investment strategy. And before we wrap up, we'll detour and explore the oft-overlooked world of annuities. Yeah, those things get a bad rap for their low returns. But hang on, have you been too quick to judge? You might be surprised at what they've quietly offered over the past decade. So come join us for a hearty conversation that might just make you rethink your financial moves. It will be insightful, a bit perplexing, but totally worth your time. Tune in, shake up your perspectives, and let's take charge of our financial futures together. ______________________________ If you'd like to explore how annuities or a permanent life insurance policy can provide you with stable returns and no risk to your principal (unlike bond etfs or mutual funds), please click right here to contact us. 

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