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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Now displaying: Page 1

Dec 4, 2018

Every time interest rates are low, investors begin to make mistakes. Their desire for safety, yield, and liquidity—all in one asset—almost ALWAYS winds up in disaster, or at the very least, disappointment. With bond rates low, the fear of further rising rates has bond investors wanting to avoid losses there. Bond investors have been losing money for six years. For example, the Vanguard Total Bond fund is below its 2012 level. Bond funds are not safe, and they don’t pay very much income. Which brings us to a breed of cat known as “floating rate senior bank loan funds.” Be very careful here! Floating rate bank loan funds are made up of loans BY banks to smaller, poor-credit corporations. Here is a warning: If an advisor is recommending a product known as floating rate funds or your money is already in one, you don't want to miss today's show. We'll expose the risks, and it may shock you. MASTERING MONEY is on the air!!