Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets.
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Mary Ellen Stanek
Founder, Chief Investment Officer Emeritus
Baird Advisors
ACTION POINT
ADD SOME “SLEEP INSURANCE” TO YOUR PORTFOLIO
“Sleep Insurance” – investments you don’t lose sleep over:
- Cash & equivalents
- Short to intermediate term US Treasuries held to maturity
- Dependable bond fund with a solid & steady track record
- Gold, a portfolio stabilizer in times of turmoil
- Deferred income annuity or immediate income annuity issued by top quality insurance company
ONE INVESTMENT
STANEK: UNUSUAL MUNICIPAL BOND VALUES
Look at municipal bonds:
- High value relative to taxable bonds
- Unusually high tax adjusted yields compared to Treasuries
- Most compelling values in 10-30 year maturities
- Good credit quality available