Episode 202 - How do you get yield without giving up safety?

A look through the lens of Mindset - Strategy - Tools at some of the challenges in the current interest rate environment.  From a mindset standpoint, the key message today is don’t get stuck in how things have been done in the past just because they have been done that way.  As they say in military circles, “The enemy always gets a vote.”  When the world adjusts, it is important to be flexible in the response.  From a strategy standpoint, the big question is how to get yield AND safety when the interest rate environment is moving against bonds in the current environment.  Finally, as we look at tools, we will explore a set of tools you might not expect to help us get yield without giving up safety.  As always, consult your advisor before making a decision, as every tool may or may not be appropriate for your situation.