Limiting Risk and Growing Wealth with Fixed Income

Wednesday, September 16, 2020

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Advisors need to help retirees and other investors limit downside risk and grow their wealth. We at Sierra share this goal, and in this webinar we will provide perspective on the challenges facing financial advisors. We will discuss how to build a well-diversified fixed income allocation that seeks to deliver the benefits of bonds, while mitigating against rising rates, defaults, bond market illiquidity and stock market volatility. We will also introduce a truly tactical, rules-based investment approach with the goals of limiting downside risk and producing returns that a conservative investor would deem satisfying. We will review:

  1. The Emotional Challenge – Stocks vs. Bonds
  2. Seven years of “yield fixation”
  3. The risks in fixed income allocations through three lenses:
    1. Interest rate risk
    2. Bond funds that don’t act like bond funds
    3. Does shortening duration help mitigate risk?

Speakers

Bill Phillips Headshot

Bill Phillips
Senior Portfolio Specialist
Sierra Mutual Funds

Mr. Phillips is Regional Sales Director & Senior Portfolio Specialist at Sierra Mutual Funds.He has been with the firm since September of 2015 as an integral part of the team and has helped to cultivate and grow the distribution of Sierra products throughout the country. In November of 2017, Bill was made a Senior Portfolio Specialist and acts as an external extension of the Sierra investment team.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.