Bond Beginners & Bond Masters

Bond Masters is a self-paced course for the do-it-yourself investor who has some basic knowledge of bonds & wants a framework for building a bond portfolio.

The overall focus of this course is on individual bonds issued by the US government, agencies, municipalities & corporations, although we will have some videos on bond funds & some other alternatives as well.

Please note that basic knowledge includes, but is not limited to:

• How a bond works & foundational terms such as fixed income, face/par value, market price, interest/ coupon rate, auction vs secondary market, callability, current yield, yield-to-maturity, yield-to-call, yield-to-worst, etc.
• The difference between Treasuries, agencies, munis & corporates as well as inflation vs non-inflation-protected bonds, etc. &
• The fundamental risks of bond investing (e.g., credit risk, interest rate risk, reinvestment risk, liquidity risk, etc.)

If you need a refresher on any of these points, then we would recommend going through our self-paced Bond Beginners course first. You can purchase both courses as a bundle HERE & save $100!

The detailed course overview above walks through the video topics we will be covering in Bond Masters & the order in which we will be doing this.

Please note that while we will provide some important considerations & bonus tips on retirement accounts, the decumulation phase & taxes, this will all be within the context of how to build a bond portfolio & is not a full retirement plan. This course is also not intended for institutional investors, financial advisors, bond traders and/or anyone interested in investing in foreign debt.