Mike Batnick & Ben Carlson are joined by Nate Conrad, Head of LifeX to discuss: how LifeX can earn higher yields than US Treasuries.

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

 

Investing involves the risk of loss. Mike Batnick & Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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The LifeX Funds are not annuities or other types of insurance contracts, and the distributions provided by the LifeX Funds are not guaranteed or otherwise backed by an insurance company or by any third party.

The investment objective of the LifeX Funds is to achieve income and a high level of reliable monthly distributions while maintaining the safety of the principal amount of each fund’s investments. For more information about LifeX, please visit www.lifexfunds.com.  The LifeX Funds are sold to persons of a single gender who were born in a particular calendar year specified in the relevant prospectus. Before making an investment/allocation decision, investors should (i) consider the suitability of this investment with respect to their investment objective and individual situation and (ii) consider factors such as their net worth, income, age and risk tolerance. Investment should be avoided by those with very serious or life-threatening health problems.

You should consider the investment objectives, risks and charges and expenses of the LifeX Funds carefully before investing; the prospectuses contain this and other information. Prospectuses for the LifeX Funds may be obtained by calling 855-609-3680. Alternatively, you may click the links below:

LifeX Income Funds: here.

LifeX Inflation-Protected Income Funds: here.

Investing involves risks. Principal loss is possible.

The LifeX Funds are distributed by Foreside Global Services, LLC. 

Anticipated launch date: January 2024. The LifeX Funds have not yet commenced operations, and their shares have not previously been offered. Therefore, the LifeX Funds do not have any financial history. Distribution rates discussed herein are based on estimated initial purchase prices in the funds’ prospectuses as revised 11/3/2023

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