What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Rob Berger 25:04
49,043 views · 1,599 likes Watch on YouTube ↗
In today's Five Question Friday (FQF) video, we cover these questions:
1. What Happens To Bond Funds When the Fed Cuts Rates?
2. Where to Invest If Stocks Are a No-go
3. How are Mutual Fund Sales Taxed?
4. Should Annuities Replace Bonds?
5. Brokerage Account vs Roth IRA
*Resources*
- Snowball-Analytics: https://go.robberger.com/snowball-analytics/yt-fqf
- 10 Year Treasury & Fed Fund Rate: https://fred.stlouisfed.org/series/T10YFF
- VTINX: https://investor.vanguard.com/investment-products/mutual-funds/profile/vtinx
- FTBFX: https://fundresearch.fidelity.com/mutual-funds/summary/31617K881?imm_pid=180833122952&immid=100726_SEA&imm_eid=ep2422794832961&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=4288888904&utm_campaign=MUT&utm_content=180833122952&utm_term=Fidelity+Total+bond+fund&utm_campaign_id=100726&utm_id=22611089988&gclsrc=aw.ds&gad_source=1&gad_campaignid=22611089988&gbraid=0AAAAAD7OUhJkcTKfQDhyTFEWnkiF4o9o7&gclid=CjwKCAiAl-_JBhBjEiwAn3rN7Zra0ZtXYBqMB3wm2C2dYCgiOE-NygLZhzcEmeG0IEetmg0FsXYwRRoCVVwQAvD_BwE
- Vanguard LifeStrategy Funds: https://investor.vanguard.com/investment-products/mutual-funds/life-strategy-funds
*Join the Newsletter. It's Free:*
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/empower/yt-
*I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc
*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/yt-
*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-
*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA
#retirement #investing #robberger
0:00 Intro
1:15 What Happens To Bond Funds When the Fed Cuts Rates?
6:04 Where to Invest If Stocks Are a No-go
12:12 How are Mutual Fund Sales Taxed?
15:28 Should Annuities Replace Bonds?
19:23 Brokerage Account vs Roth IRA
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/
1. What Happens To Bond Funds When the Fed Cuts Rates?
2. Where to Invest If Stocks Are a No-go
3. How are Mutual Fund Sales Taxed?
4. Should Annuities Replace Bonds?
5. Brokerage Account vs Roth IRA
*Resources*
- Snowball-Analytics: https://go.robberger.com/snowball-analytics/yt-fqf
- 10 Year Treasury & Fed Fund Rate: https://fred.stlouisfed.org/series/T10YFF
- VTINX: https://investor.vanguard.com/investment-products/mutual-funds/profile/vtinx
- FTBFX: https://fundresearch.fidelity.com/mutual-funds/summary/31617K881?imm_pid=180833122952&immid=100726_SEA&imm_eid=ep2422794832961&utm_source=GOOGLE&utm_medium=paid_search&utm_account_id=4288888904&utm_campaign=MUT&utm_content=180833122952&utm_term=Fidelity+Total+bond+fund&utm_campaign_id=100726&utm_id=22611089988&gclsrc=aw.ds&gad_source=1&gad_campaignid=22611089988&gbraid=0AAAAAD7OUhJkcTKfQDhyTFEWnkiF4o9o7&gclid=CjwKCAiAl-_JBhBjEiwAn3rN7Zra0ZtXYBqMB3wm2C2dYCgiOE-NygLZhzcEmeG0IEetmg0FsXYwRRoCVVwQAvD_BwE
- Vanguard LifeStrategy Funds: https://investor.vanguard.com/investment-products/mutual-funds/life-strategy-funds
*Join the Newsletter. It's Free:*
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/empower/yt-
*I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc
*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/yt-
*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-
*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA
#retirement #investing #robberger
0:00 Intro
1:15 What Happens To Bond Funds When the Fed Cuts Rates?
6:04 Where to Invest If Stocks Are a No-go
12:12 How are Mutual Fund Sales Taxed?
15:28 Should Annuities Replace Bonds?
19:23 Brokerage Account vs Roth IRA
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/
Category (YouTube): Education
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