In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.

00:05 Introduction

00:43 Disney Loses Some Magic as 2022 Ends

01:37 Roblox Has Mixed Messages in Q3

02:37 Lyft’s Ride to Disappointment

04:05 What’s a Traditional Bond Ladder and How Does It Work?

04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds?

06:21 What Makes Defined-Maturity ETFs Different?

07:58 What are Some of the Risks With Bond Ladder ETFs?

09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs?

10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start?

11:11 Is It Too Late to Inflation-Proof Your Portfolio?

Read about topics from this episode.

Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses

Uber, Lyft Drivers Remain as Contractors

Bond Ladder ETFs Can Help Investors Climb Higher

An Update on I Bond Yield

Your Inflation Toolkit

A Down-Market Survival Guide for Your 20s, 30s, and 40s

TIPS Versus I Bonds

What to watch from Morningstar.

Cheap Stocks For You to Consider

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla's Stock and the Risks of a Strong Dollar

Read what our team is writing:

Susan Dziubinski

Chritine Benz

Saraja Samant

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Rising Interest Rates Make Bond Ladder ETFs More Appealing 20:10 Share

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Shownotes Transcript

Rising Interest Rates Make Bond Ladder ETFs More Appealing