When most people think of investments, they want three things: significant appreciation potential, current income and safety of principal... Convertible bonds [offer these] and it's a hard combination to beat.
Austin, Texas (PRWEB) December 06, 2013
Gary D. Halbert, President and CEO of Halbert Wealth Management, Inc. (HWM) and author of the weekly Forecasts & Trends E-Letter, announces the release of a must-see video presentation for anyone interested in a little-known asset class with the potential to offer stock-like returns with the principal protection of bonds. This investment is known as a convertible bond and, in light of the Federal Reserve’s continued intervention in the markets, may be tailor-made for uncertain investors.
The video is designed to explain the basics of "convertible bonds," which might not be self-explanatory to investors. First of all, convertible bonds are, indeed, bonds. So, they promise interest and principal as long as the issuer remains solvent. But they also allow holders to convert into shares if the stock has appreciated meaningfully.
Most studies pitting convertible bonds against stocks find that over extended periods, they have delivered competitive returns with substantially less risk. Offering principal protection, they are also less susceptible to panic selling during down stock markets.
In a recent CNBC.com article, author, long-time convertible bond expert and portfolio manager, Bill Feingold, noted, “When most people think of investments, they want three things: significant appreciation potential, current income and safety of principal. Neither stocks nor traditional bonds offer all three. Convertible bonds do, and it's a hard combination to beat.”
Register here for our December 12th webinar on convertible bonds that will show how investors can invest in this unique asset class.
Halbert notes, “The Convertible Bonds 101 video and our upcoming webinar are designed to educate investors about these specialized securities and explain how investors can access the potential to participate in stock market gains while maintaining the principal protection found in bonds. Since the convertible bond asset class is typically reserved for the very wealthy or large institutions, I believe that anyone who views our new video and attends the webinar will have access to an asset class that most investors don’t even know exists.”
About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that it’s important to manage investment risks in order to keep emotions from taking over the decision-making process. HWM challenges Wall Street’s conventional wisdom by recognizing the need to diversify into alternative strategies that actively manage assets rather than simply buying, holding and hoping for the best.
Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers that employ a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.
Halbert has long been on the forefront of providing economic and investment education to his clients and subscriber base. His Forecasts & Trends E-Letter is now distributed to a large online community that stretches from coast to coast. In this weekly publication, Halbert analyzes the latest economic news, markets and political trends to bring his readers stories that have an impact on their lifestyles, futures and pocketbooks.
In addition to the weekly e-letter, Halbert publishes the Between The Lines blog, bringing more timely information about economic and investment trends. Visitors to the Halbert Wealth Management website at http://www.halbertwealth.com can activate their free subscriptions to both Forecasts and Trends and Between the Lines, as well as learn more about Halbert Wealth’s active management approach to investing.