The Time is Now: Transitioning from Stocks to Fixed Income in 2017

Duration: 1 hour, 12 minutes
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Now Available On Demand

You don’t need to look too hard to notice that “irrational exuberance” has once again made a comeback. This is the most overvalued stock market: worse than 2007, worse than 2000, even worse than 1929 according to some analysts. And this is continuing to take place despite soft economic data.

If this is giving you pause, you’re not alone. Now may be the best time to reallocate some of your stock holdings into fixed income. Take some profits while stocks are trading at historic highs and buy less-risky, yet more rewarding, income-producing securities.

Join us on this timely webcast and learn:

  • Where to best shift your money to reduce stock market risk while locking in hefty income (Hint: institutional buyers can’t touch these)
  • Why brokerage houses provide little or no information on these lower risk, higher return income securities
  • Why you don’t need to wait for the Fed to finish raising rates to make your move
  • About a class of fixed-income securities that thrive even when interest rates go up

Register now and gain critical insights into this little-understood topic few financial media outlets, let alone brokerage houses, are talking about.

Watch now on demand by completing the registration form to the right.

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Richard Lehmann is president of Income Securities Advisor, Inc. (ISA) and is a Forbes magazine columnist. He is also the publisher of the Forbes/Lehmann Income Securities Investor newsletter as well as the Distressed Municipal Securities newsletter.

He founded the Bond Investors Association (BIA) in 1983 as an information and advocacy organization for individual bondholders. ISA is the successor to BIA. Lehmann has taught finance and accounting at Barry University in Miami and has spoken at numerous investment seminars. He is author of the book Income Investing Today published by Wiley Brothers Publishing.

Martin Fridson is chief investment officer of Lehmann, Livian, Fridson Advisors LLC and the author of six books on finance and political economy. His work has appeared in Barron’s, the Financial Times and numerous professional periodicals such as Financial Analysts Journal and the Journal of Portfolio Management. While working at Merrill Lynch he was named top high yield bond strategist for nine consecutive years in Institutional Investor’s All America Research survey.

Investment Dealers Digest has described Fridson as “perhaps the most well-known figure in the high yield world.” The Financial Management Association International named him the Financial Executive of the Year in 2002. In 2000, he became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. The Boston Globe said his 2006 book, Unwarranted Intrusions: The Case Against Government Intervention in the Marketplace, should be short-listed for best business book of the decade.

John is the editor of two Forbes advisories, Forbes Dividend Investor and Forbes Premium Income Report. Outside of newsletters, he’s also responsible for money and investing coverage on Forbes.com. In 2003 he launched Forbes Stock of the Week and made more than 350 picks through 2010 based on fundamental and technical analysis. John has been at Forbes since 2001, originally hired to do e-learning.

Prior to Forbes, he spent five years with CNN Financial News working with Lou Dobbs, where he produced long-form pieces and reported on management, entrepreneurship and financial markets. John has also worked at Bloomberg TV and Inc. magazine. He’s a native Floridian and graduated from the University of Florida with a bachelor of science degree in finance.