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.
|Interactive webcast where we present new corporate bond recommendations||After quarterly earnings
New picks coming March 11, 2021
|Interactive webcast where we update prior buy/sell/hold bond recommendations based on issuing companies' financial performance and price performance of our recommended bonds||After quarterly earnings
All picks updated Nov 24, 2020
Next Super Bondcast March 25, 2021
|Bond investment newsletter emailed to subscribers with further buy/sell/hold updates, new recommendations, tender offer recommendations, etc.||Regularly throughout the year|
|Q&A webcasts where BondSavvy founder Steve Shaw answers subscriber corporate bond investing questions||Next edition Feb 10, 2021|
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.
Our goal with each new investment recommendation is that our subscribers can buy or sell the bonds as close to the recommended price as possible.
Generally speaking, while our recommendations have caused significant volume increases in our recommended bonds, we have only seen immediate pricing
increases for a small portion of new buy recommendations. We discuss our impact on corporate bond trading volumes and prices in this blog post. Limiting market impact of our recommendations is a key BondSavvy
priority, and we are taking several steps to achieve this goal. We lay out these initiatives in the blog post.
We recommend subscribers hold accounts at Fidelity and E*TRADE, which helps ensure subscribers can see all available bond quotes and execute trades at competitive prices and with low commissions. Corporate bonds trade in a dynamic marketplace, and, while corporate bond prices are typically not as volatile as stocks, there can be market-driven price movements that can result in subscribers transacting above or below our recommended prices.
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.
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.
We Present Four New Bond Picks at Each Edition of The Bondcast
Watch Founder Steve Shaw preview the premier of The Bondcast