Investing in Bonds in a Rising Rate Environment - Greg Prost

Investing in Bonds in a Rising Rate Environment – Greg Prost

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?

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income. 

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).

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.

In this one-hour session on investing in bonds, 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?
Greg Prost, CFA - Bond Investing Expert

Greg Prost, CFA – Bond Investing Expert

Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management, a money management firm specializing in fixed income and located in Detroit, Michigan, Bond Investing Expert

Greg 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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Investing in Bonds in a Rising Rate Environment - Greg Prost

Investing in Bonds in a Rising Rate Environment – Greg Prost

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCInvestingBondsElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.