Are Higher Rates an Opportunity for Investors?
Higher interest rates and volatility are now a fact of life for investors. At Left Brain, we're always looking for ways to take advantage of opportunities created by dislocation in markets. This week CEO Noland Langford and Director of Research, Brian Dress, discuss what stocks are actually working in this difficult environment and in our 2nd topic, we speak more on our new bond strategy, the "Enhanced Bond Portfolio". In this episode, we cover Starbucks bonds, which investors can buy at a discount and use the remainder of their investible funds to buy other securities that offer more upside, like growth stocks. This strategy will allow you to target a stock-like return with a bond-like risk profile. If this strategy sounds interesting to you, contact me to find out if it is a fit for your financial circumstances and goals. We're always happy to have a conversation! To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact Brian directly to set a free appointment. Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter. Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe. For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review Get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com