Visionary’s Educated Investor – Core Bonds – Visionary Wealth Advisors

Visionary’s Educated Investor – Core Bonds

John Fischer, CFA®, CFP® | Chief Investment Officer
April 13, 2021

Given the choice, most would much rather talk about our favorite junk food than healthy eating habits (raising my hand). But as so many experts remind us, healthy eating habits are a core part of living our best life. As it pertains to our portfolio, the same can be said about core bonds. While higher yielding bonds, or junk bonds, are much more interesting to discuss, core bonds can help investors live their best financial life.

In this video, we discuss the following:

1:25 – Core bonds defined and why investors should own them now

2:15 – Why investors are being tempted to forget about core bonds

3:10 – How higher yielding bonds performed last year when the S&P 500 fell by 33%

4:40 – Why investors should be cautious owning higher yielding bonds

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This Commentary is provided for informational purposes only.  The Commentary should not be construed as personalized investment, tax or legal advice, including the recommendation to engage in a particular investment strategy.  This Commentary, by itself, does not contain enough information to support an investment decision.  All information in this Commentary is considered accurate at the time of production, but no warranty of accuracy is given.
Furthermore, investors should not assume that future performance of any specific index, security, investment product or strategy referenced in the Commentary, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).  Past performances referenced in the Commentary may not be indicative of future results and may have been impacted by events and economic conditions that will not occur or prevail in the future.  Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices referenced in the Commentary are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products.  Investing involves the risk of loss and investors should be prepared to bear potential losses, including the full amount invested.