The Practitioner’s Brief, the intersection life, money, and markets.As an active investment professional John doesn’t just study the markets, he helps everyday people navigate them. This isn't a show about complex algorithms or "trading" strategy; it’s a show about making the complex simple. Building investment frameworks that survive the test of time. If you want to understand the why behind the markets and the how of your financial plan, you’re in the right place. No jargon, no ego, just practical, forward-thinking perspectives for everyday life.
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What is The Practitioner's Brief with John Cervantes, CFA?
The Practitioner's Brief with John Cervantes, CFA is a business podcast hosted by John Cervantes, CFA, with 11 episodes on record and a Required Pod Score of 80.
About the host
John Cervantes, CFA hosts The Practitioner's Brief with John Cervantes, CFA, a business show with 11 episodes published.
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The Practitioner's Brief with John Cervantes, CFA
The 20% to 50% Bond Rule for Retirement
Sep 27, 202611 min
Full Interactive Brief: https://www.practitionersbrief.com/insights/a-guide-to-owning-bonds Need Help? Schedule a call: https://calendly.com/jcervantes-primefinancial/30min0:00 How much in bonds?0:44 What "bonds are selling off" means2:15 Who needs to own bonds?3:22 How much a retiree needs4:41 Bonds as a shock absorber5:10 What types of bonds?5:48 When should bonds mature?6:33 Why not lock in 30 years?7:27 Bond funds or ETFs?8:08 Higher-yielding alternatives9:00 The obsession with yield10:01 The guide in short10:27 So, what to do?2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
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