Understanding Bonds and Interest Rates: What Investors Should Know

Описание: See how bonds may fit into your financial plan: https://www.bluechippartners.com

Learn how bonds work, what “yield to maturity” really means, and why bond prices and interest rates move in opposite directions. In this episode of Blue Chip Chats, Gina DiGirolamo, CFP®, sits down with Anthony Raimondo, CFA, to break down the relationship between interest rates and bond performance — and what that could mean for investors with both equities and fixed income in their portfolios.

If you’re evaluating your bond allocation or wondering how interest rate changes could impact your portfolio, this conversation will help you make more informed decisions.

Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company’s board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct.

Links:

Gina DiGirolamo: https://www.bluechippartners.com/abou...

Anthony Raimondo: https://www.bluechippartners.com/abou...

Schedule an Intro Call: https://www.bluechippartners.com/sche...

Disclosure Information: https://www.bluechippartners.com/disc...

Podcast: https://www.bluechippartners.com/blue...

Blog: https://www.bluechippartners.com/blog/

In the News: https://www.bluechippartners.com/in-t...

Financial Services:

Investment Management: https://www.bluechippartners.com/fina...

Executive Compensation: https://www.bluechippartners.com/fina...

Retirement Planning: https://www.bluechippartners.com/fina...

Timestamps
00:00 —Welcome to Blue Chip Chats
00:22 — What is a bond?
02:02 — Understanding yield to maturity
03:33 — How interest rates affect bond prices
05:07 — What drives interest rates
06:37 — Are all bonds affected the same way?
07:30 — Key takeaways for bond investors