Managing investment risk has never been more important. Award-winning financial advisor Mark Cortazzo shares his strategies for avoiding, transferring and mitigating market risk to avoid permanent losses.
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Mark Cortazzo
Award-Winning Financial Advisor
ACTION POINT
CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO
- Online and fee-free
- Buy a series of bonds that mature at different times
TREASURY BOND LADDER
- Bottom rungs – short-term maturities (1-2 years)
- Middle rungs – intermediate (5-7 years)
- Top Rungs – long-term (10-30 years)
- Buy new Treasury issues at www.treasurydirect.gov
- Monthly Auctions: 2, 3, 5. 7, 10, 20 & 30-year maturities
- Interest payments are semi-annually, free from state & local taxes
ONE INVESTMENT
CORTAZZO: CUSTOMIZED HIGH-QUALITY INCOME
Diversified portfolios of investment-grade bonds
- Build your own individual bond portfolio
- Lock in current rates
- Mature when you want income
- Build a bond ladder
- Staggered maturities
- Staggered maturities
- Buy a high-quality, defined-maturity ETF
- Diversified portfolio of bonds
- All mature in a specified year
Morningstar recommends iShares and Invesco defined-maturity ETFs