WEALTH MANAGEMENT CPAs presents…
The Basics of Bonds
In this webinar Robert J. Beck, CPA talks with Monica Sonnier, CFA about bonds and fixed income.
Due to the recent interest rate hikes in the U.S., many people are looking for more predictable, conservative investments. That’s why we’re excited to present The Basics of Bonds webinar.
If you’re already familiar with how bonds work, this webinar will provide useful insight on how the bond market is operating now, in 2022.
If you’re not familiar with bonds, this webinar will introduce to you to the benefits and potential risks.
This webinar will address frequently asked question surrounding the bond market in 2022:
What is the difference between owning bonds directly and bond funds?
Is there any risk associated with investing in bonds?
As related to bonds, what is a coupon? What is a dividend? Is there a difference?
As the Federal Reserve keeps raising interest rates, is that a positive thing for me as a bond owner?
Is it worth it to pay more than the par value of a bond, if I’m getting a higher coupon?
Can I sell a bond before its maturity date? How does this affect the bonds fair market value?
What is the difference between high and low grade bonds?
How much cash is required to make an investment in bonds?
Monica Sonnier, CFA
Robert J. Beck, CPA
- Quarter 3 (2022)
- D – Death of a Loved One
- R – Retirement
- E – Employment Change
- A – Asset Sale or Inheritance
- M – Marital Status Change
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- Our Comprehensive Approach – Pt. 2
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- Money and the Stock Market
- Be Kind. Be Competent.
- Meet Rob Beck
- Tax Loss Harvesting
- The Five-Year Rule
- Traditional IRAs
- Roth IRAs & Roth Conversions
- Qualified Charitable Distributions
- Donate Smart
- The Basics of Bonds Webinar
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- Quarter 3 (2022)