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The Lifeguard Wealth Blog

Publications, Insights & News




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Are Corporate Bonds Worth the Risk?

It’s important that investors understand all risky assets can experience long periods of underperformance. My favorite example that makes this point is that, for a 40-year period, the S&P 500 Index returned 9%, and so did 20-year Treasury bonds.

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Examining Bond Premiums

In my previous blog, we looked at the size and volatility of the three equity premiums of beta, size and value. Today we turn our attention to the two premiums that help explain the performance of bond portfolios, term and credit.

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