Are bonds a safe investment? Probably not as safe as many financial planners would like you to think. If you are looking to make money in the long term, bonds are likely not where you should be investing your money.
2. Buying a Bond Means…
You are lending to a company or the government
(state, local, federal)
Mullooly Asset Management June 2013
3. When You Own a Bond…
Pay a market price
Get a coupon/interest payment until maturity
Get principal back at maturity
Mullooly Asset Management June 2013
4. Things to Know About Bonds
Bond prices move 24/7 depending on interest rates
If interest rates rise after you invest, value of bond
drops
If you hold to maturity, you will get face amount of
bond at maturity
Mullooly Asset Management June 2013
5. More to Consider About Bonds
Worst Case Scenario
Hold until maturity
As long as no default expect to get face amount back
Bond Mutual Funds
There is no maturity
Mullooly Asset Management June 2013
6. None of the securities mentioned in this (or any) podcast or
video represent past specific recommendations of Mullooly
Asset Management.
This video is NOT a recommendation to buy or sell any of
the securities mentioned here.
If you’re relying on a podcast for investment advice, you are
likely making a huge mistake.
We strongly urge our listeners to consult with their
investment advisor before they make a decision to buy or
sell any investment.
Mullooly Asset Management June 2013
7. Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management June 2013