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Investing in Bonds in a Rising Rate Environment - Greg Prost

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

What can clients and plan participants who are within 10 years of retirement do to better protect the value of their savings as we enter a new era for interest rates & bonds?


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Retail:  $29.00      
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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Greg Prost, CFA – Bond Investing Expert Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management – Bond Investing Expert        

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About this course:

Now that the Federal Reserve is pulling back on its quantitative easing (QE) program, it appears we’re poised for increasing bond rates over the next several years (and with it, lower bond values for existing bond positions).

 

 Greg Prost, CFA,  Chief Investment Officer of Ambassador Capital Management – Bond Investing Expert - Retirement Speakers Bureau

How might a recession OR strong economic growth affect the bond investments of clients over age 50? What is the best course of action to take at this time? Interest rates have been falling for 32 years, resulting in bond investors enjoying total returns in excess of yield during most of our lifetimes. For the rest of our lives that is unlikely to be the case.

 

In this course, Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management, offers some solutions that are simple and less risky than investing in an aggregate bond index, and that should become a standard part of any fixed income allocation into the future.

 

You will learn more about:

  1. How the bond market works and why low interest rates are a big problem for future returns.

  2. What is a good proxy of future bond market returns?

  3. How well are investors compensated for assuming risk from credit instruments today?

  4. What is the Fed’s plan to get things back on track?

  5. What will better protect retirement portfolios today? Shorter maturities or TIPS?

Your instructor for this live professional development webinar is:

Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management, a money management firm specializing in fixed income and located in Detroit, Michigan. He has over 26 years of experience in the fixed income arena. Prior to joining Ambassador Capital Management in 2000, Greg was a Partner with Munder Capital Management, where he served as a Senior Portfolio Manager. Greg is a frequent speaker to Michigan municipal organizations and is a member of the Michigan Municipal Treasurers Association, Michigan Government Financial Officers Assoc, the Michigan Assoc of County Treasurers and a member of the Investment Analysts Society of Detroit.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Investing in Bonds in a Rising Rate Environment - Greg Prost - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Insight and Trends - Free Newsletter - Each issue worth 1-2 hrs CFP®, CRC®, PACE CE        

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCInvestingBondsElearn14
Knowledge Level: 3 - Intermediate

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