We Empower Individual Investors and Financial Advisors

BondSavvy's value proposition

save
$150

Two Years

$750

One Year

$450

BondSavvy equips financial advisors to:

  • Differentiate their practices with unparalleled bond investing expertise they can use to benefit their clients
  • Improve client performance through a select portfolio of individual corporate bonds
  • Better understand the US economy and fixed income markets based on our bond recommendation webcasts
  • Regularly engage clients on new bond investing opportunities and market dynamics (if you like adding value to your clients, then BondSavvy is for you)

How we charge

Our goal is to provide advisors with access to our recommendations at a fee comparable to – or lower than – a low-cost bond ETF. We charge based on the advisor’s individual corporate bond AUM and reduce our fee in the first year since it may take several quarters for an advisor to incorporate our recommendations into client portfolios.

See Our Subscriber Dashboard

As a BondSavvy subscriber, you will:

  • Be empowered to increase your returns with our 25 annual corporate bond recommendations
  • Learn the 20+ bonds we currently have rated as BUY
  • Receive frequent buy/sell/hold bond recommendation updates via email and webcast
  • Save significant time, as BondSavvy does the investment analysis for you
  • Gain an edge over investors who follow the flawed methodologies of Moody's and S&P bond ratings
  • Learn bond investing from Steve Shaw, the world's leading expert on corporate bond investing for individual investors

FAQs

Subscriber Service Description Frequency
Logo Interactive webcast where we present new corporate bond recommendations After quarterly earnings
20+ Bonds Still Rated BUY
Which Bonds To Buy Interactive webcast where we update prior buy/sell/hold bond recommendations 3-4x each year:
ALL PICKS UPDATED SEPT 10
NEXT UPDATE NOV 24

Corporate Bond Investment Ideas Bond investment newsletter emailed to subscribers with further buy/sell/hold updates, tender offer recommendations, etc. Regularly throughout the year
  Subscriber Q&A webcasts on corporate bond investing 3-4x each year

Before BondSavvy, bond investors had two unappealing choices: 1) sift through thousands of individual corporate bonds and guess which ones to buy and 2) invest in bond funds that often have weak returns and understate the true cost of such investments. BondSavvy empowers subscribers to make direct investments in bonds, which reduces costs, increases transparency, and enables investors to maximize returns. Our bond recommendations take the guesswork out of bond investing and save time, as subscribers access thoroughly researched sets of bond recommendations they can add to their portfolios.

We present new bond investment recommendations during The Bondcast, a live subscriber-only webcast that includes subscriber Q&A. We record each edition of The Bondcast and then post the webcast recording and PDF of the presentation in the My Account area of BondSavvy. We update our recommendations throughout the year, including during three editions of The Super Bondcast, where we update buy/sell/hold recommendations for each previously recommended corporate bond. We supplement our webcasts with an emailed investment newsletter that provides additional recommendation updates and notifications of upcoming subscriber events.

As soon as you subscribe to BondSavvy, you gain immediate access to all of our current and previous bond investment recommendations.  This includes access to all prior editions of The Bondcast, where we present new bond recommendations, and The Super Bondcast, where we update existing investment recommendations.  Subscribers receive a tremendous amount of value immediately.  As a result, we do not offer free trials.

We recommend both investment-grade and high-yield corporate bonds. We look for bonds with compelling values that can increase in price and achieve strong total returns. Often times, we find bonds rated below investment grade by the bond rating agencies that, based on their financials, should be rated investment grade. Such bonds often present compelling risk-reward investment opportunities.

Steve Shaw founded BondSavvy to empower investors to benefit from owning individual corporate bonds.  We want individual investors to know everything the world's largest institutional investors know about bond investing.  We host BondSavvy Live, formerly known as BondSavvy Office Hours three times each year where subscribers submit questions regarding corporate bond investing.  Steve then reviews his answers to each subscriber question during the BondSavvy Live webcast.

Click here to watch a previous edition of BondSavvy Live.

No. BondSavvy provides investment recommendations our subscribers use to decide which bonds to buy and when to sell previously recommended bonds. We do not hold customer assets and our recommendations do not take into account an investor’s particular investment objectives, financial situation or needs.

BondSavvy subscribers transact through their own brokerage firm such as Fidelity and E*TRADE.

Which Bonds Should I Buy?

We Present Four New Bond Picks at Each Edition of The Bondcast

Watch Founder Steve Shaw preview the premier of The Bondcast

We Update Our 34 Bond Picks:
Get Started