Income Is King: Exploring Fixed-Income Alternatives Beyond Bonds

Are bonds your only fixed-income option? 

In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From index crediting strategies to real estate lending and distressed debt opportunities, they discuss the importance of diversification and understanding risk tolerance in building a well-rounded fixed-income portfolio. 

Tune in for an insightful discussion that could reshape your investment approach!

Key takeaways include:

  • The importance of understanding fixed-income alternatives beyond bonds
  • The benefits of incorporating index crediting strategies into investment portfolios
  • How real estate lending be considered a potential fixed-income approach
  • The significance of diversification in creating a balanced fixed-income portfolio
  • And more

Related: Inflation: The Quiet Tax on Your Wealth