Diamond NestEgg

JAAA has a TTM yield of 5.48% vs SGOV's 4.20% with its T-Bill portfolio. What's better? And what's safer? Which one would better survive a market crash? Understand the difference! Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts   Spotify Support the s...

The top CDs are still paying as much as 4.50% - even after the latest Fed rate cut. Here are the top five we've found for you this December, plus what do rates look like for Treasuries, agencies & annuities if you want to lock in for longer? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives...

Looking for higher-yielding income investments? JBBB is paying 7.57%, with monthly cash payouts, even as rates move lower on the short-end & markets are near all-time highs. Is JBBB safe & stable enough for you? What's our perspective? Or is JAAA better?  Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most infl...

Are online banks really safe or are traditional banks with branches better? What should you keep an eye out on when moving your money to an online bank? Because not "online banks" are created equal! Watch on to see what the top 5 online banks in the US are and how they compare to more established banks with physical branch locations! Drop us a note - what do you want to hear about next?...

A safe & liquid 5.54% investment for when markets collapse, with monthly payouts and stable prices? JAAA vs Treasuries: who should buy JAAA and is there a catch? What are CLOs (collateralized loan obligations) and the real risks most people miss? Plus the latest Treasury, agency & MYGA rate comparisons and next week’s auction forecasts. Drop us a note - what do you want to hear about next?...

12 bear markets in the past 70+ years: are we headed for the 13th, how bad might it get and how can you best protect your principal while still staying investing in the S&P 500? Let's continue last week's discussion about the structured protection ETF, fixed indexed annuities (FIA), Treasuries as well as inflation protection! Drop us a note - what do you want to hear about next? C-Su...

Stay liquid or lock-in those rates? See what the top rates on the money market funds across Fidelity, Schwab & Vanguard are right now, and how they compare to Treasuries, agencies and annuities in our weekly update. We'll also be sharing with the best no-penalty CD offer that crossed our desk recently! Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how...

How can you earn up to 6.18% - 10% while protecting your cash against an AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes, and in today's video, we'll be covering how to do this with some popular choices - a structured protection ETF from Calamos (CPSN) - as well as fixed indexed annuities (FIA) - which might be b...

Bitcoin has gone up 12,447% since 2014. How do you get the upside, with no downside?  There are many different ways to get exposure to Bitcoin, and some of them even promise to guarantee your principal, which may be particularly attractive for investors who want to get started in Bitcoin, but don’t think that they can stomach the volatility. That's what we'll be covering in today's...

Would we be better prepared for the next financial crisis with higher FDIC limits and is a $10 million FDIC limit on the horizon? What are the details? How could you get more FDIC coverage for your money if this doesn’t apply to you? And what actually is the role of the FDIC when banks fail? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insigh...

Where can you still lock in 6% bonds for at least 1 - 2 years? And why did Treasury yields go up for everything six months and longer, despite the Fed rate cuts? Check out our weekly rates update for Treasuries, agencies and annuities and see what's moving the bond universe right now. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight...

How safe are your cash and investments in your brokerage account - what is protected and how much is actually protected? With all the new Treasury ETFs, "guaranteed" principal protection ETFs and cryptocurrency products that have been launched this year, let's revisit what SIPC covers and what it DOESN'T cover! Drop us a note - what do you want to hear about next? C-Suite Persp...

Should you buy I-Bonds now, the last week of October, or wait until the November I-Bond rate reset? And what us the breakeven time if you decide to redeem older, lower fixed rate I-Bonds to buy the current, higher fixed rate ones? Join us as we walk through our November I-Bond rate projection and the bond yields that are still up at the moment, even as the market predicts another 25 basis point ra...

Is the Federal Reserve's $6 trillion of Treasuries, agency mortgage-backed securities and other bonds its secret weapon? What happens to bonds yields and the money supply if the Fed were to sell? Listen on as we explain quantitative easing, quantitative tightening and how the Fed controls short-term rates and tries to influence long-term ones as well.  Drop us a note - what do you want to hea...

Rates continue to be at decade-plus highs on average. Would a Treasury ladder or an annuity ladder pay you more and how do you build one? Plus, what other safe investments might you want to include and what do the yields look like for the upcoming T-Bill, T-Bond & TIPS auctions? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from to...

Thinking of retiring early and rolling over your 401(k) into an IRA at Fidelity, Schwab or Vanguard? Not so fast! Let's talk about smart ways to access your retirement funds early — without the 10% penalty. Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge you...

S&P 500 upside with full downside protection via a 7.25% to 10% fixed indexed annuity (FIA). Learn how fixed indexed annuities work, the advantages & disadvantages of owning one, and who should (and should not) consider buying one. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on...

The death of Treasuries and the dollar: Are Treasuries still a safe haven? What about agencies and annuities for protecting against a market crash and/or higher rate investments ? And what might be some alternative safe haven investments? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on:...

Fidelity, Schwab & Vanguard all offer direct indexing and portfolio customization - can you really get higher returns, lower risk with direct indexing vs ETFs? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts   Spotify Support the show 💎 Join our 200,000+ Diamon...

What is the best kept secret for high cash flows? Which pays the most: dividend fund SCHD, bond fund BDN or preferred stock fund PFF? See how preferred equity can boost your cash flow! Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts   Spotify Support the show 💎 Joi...

What are the best rates on money market funds, CDs and annuities right now and should you lock-in at 5% or stay liquid at 4% or less?  Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts   Spotify Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube...

Are Treasuries at risk during this shutdown? Who should sell? Why is it different this time and what about I-Bonds, TIPS (Treasury Inflation-Protected Securities), Social Security & Medicare? Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN...

Where can you still get a 5.1%-equivalent APY and are T-Bills still better than no-penalty CDs right now? The answer may surprise some of you! Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know abo...

A 6.30% investment-grade coupon from a utility company at capital gains taxes – are preferred stocks really better than bonds OR are they simply too good to be true? What are the advantages and disadvantages of preferred stock investing? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on:...

Here are the top 10 CD rates we've found for you this month. Where can you earn up to $1,000 for opening a CD, and can you still get 5% CDs after the latest Fed rate cut?  Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment...