A Smart Alternative to Stocks and Bonds
2022 was a tough year for investors, and a lot of us may not realize there are strategies that a lot of the pros utilize, which are great complements to traditional #stocks and #bonds. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, Structured Notes offer a unique source of risk and return.
In this video, Dustin and Erin explain Income or Yield Notes, how they can be used as part of a holistic financial plan to generate income, the associated risks, and how Mundorf Wealth Management works to mitigate those risks.
We know the Fed will continue to raise rates in 2023, which will affect the value of bonds. Now is a great time to consider complementing your portfolio with notes that can create income. To learn more, please reach out to Dustin by calling or texting 830-476-2505 or by visiting www.LongLiveMyMoney.com.
#StructuredNotes #BondAlternatives #CreateIncome