Bond Master Class

4
NATALIE PACE
Bond (Fixed Income)
MASTER CLASS

Oct. 26, 2024
11-7 PM ET
ONLINE

Long-term Government Treasury bonds lost -26% of their value in 2022, and only recovered 2% of those losses in 2023. With interest rates staying higher for longer, and with half of the S&P500 at or near junk bond status, how do you protect your wealth on the fixed income side? Join us on Oct. 21, 2024 for time-proven 21st Century fixed income (bond+) strategies.

High interest rates have created opportunities to earn 4% yield, however, it is tricky. You don't want to lose 1/4 or more of your principal trying to earn a measly few pennies. This master class will teach us how to avoid the risks (duration & credit) which will remain elevated even if interest rates start getting cut. Now is a great time to take advantage of the ability to earn $50,000 with low risk (if you have a million). However, if you don't get the formula right, you could end up losing money, and stuck with an illiquid asset that no one wants to take off of your hands. Some companies are even swamping out their debt for equity -- even if the viability of their company is on the ropes and their share prices might not recover. (Read my blog on AMC Theaters for more information on this.)

Our strategies had people avoiding all of these risks for the past decade when bonds were vulnerable to capital loss. (The safe side of your portfolio isn't supposed to lose money or make it difficult to access your capital.) Instead, we encouraged our retreat and master class attendees to lean into real estate, which has more than doubled over the past decade. (Join us for our Real Estate Master Class before you invest today, when real estate prices are at all-time highs.)

As you can see in the charts below (and at the bottom of the page), bonds have been losing value. They also have liquidity problems. There is a lot of credit risk with so much debt in the world. Over half of the S&P500 is at or near junk bond status, including a lot of banks.

It’s Time to Earn Some Income. But the Math is Trickier Than You Might Realize. Short-term Treasury bills are paying a higher interest than long-term; 3-month T-bills are offering more yield than 12-month. Inflation-linked Treasury I Savings bonds offered the best investment-grade fixed-income yield in 2022, but TIPS are still underwater. How do you navigate such a treacherous landscape? There are ways to start earning yield, to remain liquid, to avoid the losses and to lean into a position that will work now and going forward.

In this Bond Master Class, you’ll learn:

Where to get a moderate yield with low risk,
Some very appealing high-yield country diversification ETFs,
Why liquidity is so important,
How rotating maturity dates, with emphasis on short duration, high creditworthiness and safe yield, can be the best plan in today's Debt World,
Why the fine print matters,
Where to learn more about the creditworthiness of the banks and companies you want to loan money to,
Why and how to diversify your fixed-income, so that you're not overly reliant on any bank, financial services company, brokerage or fund,
What is FDIC-insured and what is not -- examining annuities, savings, CDs, brokerage accounts that claim to be FDIC-insured (but have a loophole), money market funds and insurance products

There are a lot of safe, income-producing assets that most people don't have on their radar. In fact, some of our strategies offer the highest yield, with the lowest risk, by rethinking your big-ticket bills and energy costs. This will be particularly appealing if you are interested in sustainability. (If you're not green, you'll still want to learn how to keep that money instead of making the utility and gas station rich.) As we get closer to retirement, the more bills we can toss out the window, and the more that we can earn money while we sleep safer, the richer life we can live.

Email [email protected] or call 310-430-2397 if you have any questions about this Master Class, or if you are interested in registering for the Oct. 26, 2024 Bond Master Class.

This class will be online, giving you intimate access to Natalie Pace. Call 310-430-2397 or email [email protected] to register NOW.

WHERE AND HOW MUCH:
Online

Early Bird Pricing (through July 31, 2024)
$495/person
$150/person per additional person in the family.

Regular Pricing (after July 31, 2024)
$625/person
$250/person per additional person in the family.

Call 310-430-2397 or email [email protected] to enroll now.
*prerequisite: attendees must have attended a Natalie Pace Financial Freedom Retreat or be experienced in fixed income in order to register.

Get the best price when you register by July 31, 2024.

Call 310-430-2397 or email [email protected] to learn more and register now!

TESTIMONIALS
"Many people, including educated men and women, often get into trouble when they
neglect to follow simple and fundamental rules of the type provided [by Natalie].
This is why I recommend them with enthusiasm."
Professor Gary S. Becker. Dr. Becker won the 1992 Nobel Prize in economics for his theories on human

"College students need this information before they get their first credit card. Young adults need it before they buy their first home. Empty nesters can use the information to downsize to a sustainable lifestyle, before they get into trouble."
Joe Moglia, Chairman, TD AMERITRADE.

"Thank you Natalie for saving my retirement," Nilo Bolden.

"We asked Natalie Pace for a second opinion on our investment portfolio. She researched and reviewed each stock and fund. She then explained to us in plain English how we were positioned in the market and how high our risk exposure was. Her knowledge was so profound that we decided to take her retreat in Arizona. My husband was still quite skeptical, but 20 minutes into the retreat he turned to me and said "Thank you." Stocks and investing are no longer rocket science. We give thanks just about every day that we met Natalie. I feel like I live on a different planet. I'm so grateful. Thank you for changing our lives, our peace of mind, our future and our vision of what is possible. We made a tectonic shift with you."
AC & AM

"Ten minutes into the first day I was already much smarter about investing than I ever thought I would be in my life and I knew I was in exactly the right place at this retreat. I am amazed at how EASY and FUN it is to make my money work for me and those I love. I think this kind of information should be compulsory in schools. I wish I'd learned this sooner." CM

Call 310-430-2397 or email [email protected] to learn more and to register now.

No Refunds. No Cancellations.

Is the Bond Class right for you? Take the Rebalancing IQ Test and the 2024 Investor IQ Test to determine to see how much you really know about investing, and whether or not you can benefit from immersing yourself for a day in Natalie Pace’s wisdom to learn how to earn income safely, without risk of capital loss. Email info @ NataliePace.com or call 310-430-2397 if you have any questions about these tests, or about the answers, or if you are interested in registering for the Oct. 21, 2023 Bond Master Class. Get answers to the IQ Test by clicking here.