Diamond NestEgg

Could Treasury Bond Yields Hit 6%? Buy Now Or Wait? Might The Fed Raise Rates?

Mon, 18 May 2026 08:00:00 -0400

Could Treasury bond yields hit 6%, especially since 30-Year Treasury hit its highest level since 2007 last week. Should you buy now or wait and might the Fed raise rates with skyrocketing oil prices and inflation fears?

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⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

0% Treasuries vs $238,000 To Be Safe In Retirement? | Base & Boost Strategy

Tue, 12 May 2026 13:00:00 -0400

0% Treasuries vs $238,000: which is better and for whom? How might you organize your portfolio to generate the income you need while not running out of money? And what role do Treasuries play vs other types of bonds and fixed-income-like investments?

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Retirement Planning At Age 50: How To Avoid The 10% IRA/401(k) Early Withdrawal Penalty

Sun, 10 May 2026 18:00:00 -0400

Retire early, withdraw money from your 401(k) before 59 1/2 and avoid the 10% early withdrawal penalty - let's talk about a smart and simple way to do this that not many are probably even aware of and how it can also reduce the risk of getting fined by the IRS

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C-Suite Perspectives
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Locking In Up To 9.65% In Year 1: What Happens After With A 6-Year Annuity?

Mon, 04 May 2026 14:00:00 -0400

Treasuries, agencies, and even an up to 9.65% 1st year “teaser rate” on a multi-year guaranteed annuity (MYGA) - might these be something for you?

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NEW: Fidelity’s Up To $100 Fee For Certain ETFs: Will Your ETFs Be More Expensive To Buy?

Sat, 02 May 2026 11:00:00 -0400

Fidelity has a new up to $100 service fee to buy certain ETFs on its platform, from June 1, 2026 - how will this impact you, if at all? Will your ETF purchases at Fidelity get more expensive? And do you know how the brokerage firm makes money when you, as the investor, pay zero commission on your ETFs? Plus, do Schwab and Vanguard plan on doing something similar?

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JBBB, JAAA & T-Bills: What's Better? Safer?

Tue, 28 Apr 2026 05:00:00 -0400

JBBB is paying 6.21% with monthly cash payouts at the time of this taping, significantly higher than T-Bills at the moment. Is JBBB safe enough for you? Or might JAAA or the T-Bills be better or safer?

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April, May or October I-Bonds? Plus 5% MYGAs?

Mon, 27 Apr 2026 05:00:00 -0400

These are the last few days to buy April I-Bonds - buy now or wait until May or even October? We'll also talk about the higher-than-expected real yield on this past week's 5-Year TIPS auction, plus whether you can find 5% or higher MYGAs (multi-year guaranteed annuities) right now.

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Two Must-Dos To Keep Your Annuities & Insurance Safe: The $849 Billion Private Credit Problem

Sat, 25 Apr 2026 09:00:00 -0400

The $849 billion of private credit in annuities and insurance companies have regulators worried - what about you? And what can you do to protect yourself when you buy an annuity, or any other insurance product for that matter?

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4.97% From T-Bills: CSHI vs SGOV

Fri, 24 Apr 2026 06:00:00 -0400

3.99% SGOV vs 4.97% CSHI (as of 04/20/2026) TTM returns: which T-Bill ETF may be the better choice for you? CSHI is the NEOS Enhanced Income 1-3 Month T-Bill ETF. Learn how CSHI generates additional returns on T-Bills, how it compares to SGOV and whether CSHI may be right for you or not.

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C-Suite Perspectives
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Up To 15.04% Potentially From Covered Calls

Tue, 21 Apr 2026 20:00:00 -0400

Up to 15.04% cash distributions on the NASDAQ 100 & up to 12.50% cash distributions on the S&P 500: what is a call option and how does it work, why might an investor trade call options, and what's our perspective on covered call strategies?

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I-Bonds: A Must-Buy At New 4.26% Rate Or TIPS Instead?

Mon, 20 Apr 2026 17:00:00 -0400

Our long-awaited I-Bond rate projection for May is finally here! What is our May I-Bond rate projection and would we personally buy now or wait? Who might want to consider the upcoming 5-Year TIPS auction instead? Or perhaps nominal Treasuries? And how much higher are the current rates on multi-year guaranteed annuities (MYGAs) vs similar-term Treasuries?

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Buying Up To 5.634% Government-Guaranteed MBS At Schwab, Fidelity & Vanguard

Sun, 19 Apr 2026 17:00:00 -0400

The highest-yielding government-guaranteed mortgage-backed security (MBS) was paying 5.634% on April 13, 2026 on Schwab's platform. Let's walk through how to buy an MBS from Ginnie Mae in today's video as well as some key items an investor may want to keep an eye on.

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77% Potential Increase In Social Security With A Single Premium Immediate Annuity (SPIA)?

Fri, 10 Apr 2026 17:00:00 -0400

How to increase your monthly Social Security check by up to 77% potentially with a single premium immediate annuity (SPIA) 👉 that's what we'll be covering in today's video, including the payout option that you should choose to get the potential maximum payout from your SPIA and your Social Security check, as well as some key factors to consider before implementing a SPIA-to-Social-Security strategy.

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5.518% With US Government Backing? What Are Mortgage-Backed Securities?

Thu, 09 Apr 2026 10:00:00 -0400

A US-government backed bond that pays 5% or even a bit more is what many in our community often ask about & that's what we'll be talking about in today's video:
1. What are mortgage-backed securities (or MBS)?
2. What are the risks of MBS?
3. What are some MBS paying right now? And where can I find them?

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War! What's Safe Now: Cash, Bonds Or Stocks? (By Age)

Mon, 06 Apr 2026 05:00:00 -0400

War is raging in the Middle East: what's safe now & how might you want to invest depending on your age?

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Up To 9.1% Annual Cash Flow Guaranteed? Which Annuity Payout Option Pays More?

Sat, 04 Apr 2026 11:00:00 -0400

Guaranteed retirement income at age 55 or older? Let’s walk through how much your safe & predictable monthly check for life might potentially be with a single premium immediate annuity (SPIA), depending on gender, age and other factors.

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Private Credit @ 50% Off | 13.94% Forward Dividend Yield On OBDC?

Fri, 03 Apr 2026 05:00:00 -0400

13.94% forward dividend yield on a business development corporation (BDC) and some are paying even more? Might this be a buying opportunity?

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100% Guaranteed Income Forever? Bond Ladder vs Single Premium Immediate Annuity

Thu, 02 Apr 2026 00:00:00 -0400

How long will you live & how can annuities help reduce longevity risk? What exactly is a single premium immediate annuity (SPIA), how does it work & is it better for you than a bond ladder? Email jennifer@diamondnestegg.com & we will connect you with a colleague who will create your customized annuity plan for you.

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A "Bank Run" On Private Credit: The $2 Trillion Ticking Time Bomb?

Wed, 01 Apr 2026 05:00:00 -0400

Is private credit really a $2 trillion ticking time bomb for markets? In Part 2 of our Private Credit Mini-Series, we break down the current "run" on private credit funds - from interval funds gating redemptions, to BDCs trading at steep discounts, and what the latest hard data shows about credit losses.

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C-Suite Perspectives
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Financial Matters with Richard Oring

Richard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...

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Private Credit Panic: What's The Secret Behind The Attractive Historical Returns?

Mon, 30 Mar 2026 18:00:00 -0400

Private credit has returned 10.34% on average over the past 5 years, 10.6 percentage points more than investment-grade bonds. What is private credit, how are these returns possible, and what are the risks? Is this the next subprime crisis waiting to happen?

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Cut RMDs & Taxes With A Qualified Longevity Annuity Contract? | QLACs 2026

Tue, 24 Mar 2026 17:00:00 -0400

$2,400 to $3,100 every month for life? Let's get to know a unique, not often-talked-about type of annuity that continues to guarantee top payouts right now and it may also help lower your required minimum distributions and taxes - see how much you might get every month for the rest of your life 👉 what is a QLAC (qualified longevity annuity contract) and who should buy a QLAC ?

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Should You Dump Fidelity? Who Wins? Fidelity, Schwab or Vanguard? | Best Broker 2026

Mon, 23 Mar 2026 10:00:00 -0400

Here’s our take after 30+ years - is Fidelity, Schwab or Vanguard better? Who wins on the lowest fees, the best rates, security, etc. and should you switch? Plus, what should bond investors keep in mind?

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7% For 7 Years: S&P Upside, Zero Downside: Fixed Indexed Annuities Explained

Sun, 15 Mar 2026 08:00:00 -0400

Buying the S&P 500 upside with full downside protection via a 7% to 9% fixed indexed annuity (FIA). Learn how FIAs work, the advantages & disadvantages and who might consider buying one.

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Treasuries Predicting A Crash? Rare U-Shaped Yield Curve Warning?

Fri, 13 Mar 2026 12:00:00 -0400

Bad financial times have historically coincided with/been preceded by U-shaped yield curves - what we have right now. Is the current U-shaped yield curve an omen for what's to come and should you stop buying 2, 5 and 7-Year Treasury Notes? Plus, what's the difference between a normal, U-shaped and inverted yield curve, and what do they mean?

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Big Iran Crash Coming? | Stock Market Crashes In War Time

Mon, 09 Mar 2026 09:00:00 -0400

Buy the dip vs protecting your money: does war necessarily mean a market crash? What can we learn from past conflicts? And how can you best protect your money right now?

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Up To $2,000 | 15.92% APY Bonus From Morgan Stanley's E-Trade

Sun, 08 Mar 2026 07:00:00 -0400

An up to 15.92% APY-equivalent cash bonus offer from Morgan Stanley that’s FDIC-protected - and their biggest cash offer yet. Is this better than the Marcus by Goldman Sachs cash bonus offer, and what's the catch?

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9.73% From Marcus By Goldman Sachs | Up To $1,500 Cash Bonus

Sat, 07 Mar 2026 06:00:00 -0500

An up to 9.73% APY-equivalent, limited-time savings account bonus offer until March 11th - one of the best that we've personally seen this year, plus two more top high yield savings accounts this month!

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Bond Funds: Good vs Bad Numbers

Fri, 06 Mar 2026 21:00:00 -0500

A good bond fund vs a bad bond fund - how can you tell, what numbers should you look at and do the fees (the expense ratio) really matter?

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How To Prepare For A Market Crash & Protect Your Money From A Potential Recession

Mon, 02 Mar 2026 06:00:00 -0500

How might you want to protect your money from a potential recession or market downturn? Let's walk through three ways you can do this? Plus, what did the last "13-year bear market" look like and how can you minimize the impact to your portfolio if you are about to retire or are already in retirement?

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"Buy When The Cannons Are Thundering" | War & Your Money 2026

Sun, 01 Mar 2026 18:00:00 -0500

How can you safely invest your money in war, crisis and uncertain market times, and how should you build your portfolio to prepare for this in retirement? What are higher-yielding products for conservative investors? And how does this product mix change if you’re more optimistic and can see opportunities in any situation?

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Fidelity Go: 40% Bonds In Retirement?

Fri, 27 Feb 2026 05:00:00 -0500

Is there a "right" model portfolio and how does Fidelity Go, Schwab Intelligent Portfolio and Vanguard's target date funds differ for someone planning for retirement?

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0% Stocks, 100% Bonds In Times Of Uncertainty? Crash-Proof Your Portfolio Now?

Wed, 25 Feb 2026 22:00:00 -0500

Stock market bubble, AI crash, private credit blowup - is there ever a time to hold 0% stocks or 0% bonds, and how does this change as you get closer to retirement? Let's talk about portfolio allocation (e.g., the rule of 100, the rule of 120 and more)!

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The Tax Man And Your Treasuries: Don't Ignore These Tax Rules When You Sell

Tue, 24 Feb 2026 06:00:00 -0500

The tax deadline is just around the corner - how will your bonds be taxed, especially if you sell before maturity?

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Fidelity SPAXX, Schwab SWVXX & Vanguard VMFXX: Losing Money On Your Money Market Fund To Taxes?

Wed, 18 Feb 2026 09:00:00 -0500

Could you be losing money on the top money market funds that our community uses (SPAXX, SWVXX & VMFXX) that you're not aware of (e.g. to taxes, etc)? See where the latest yields stands and some very important points that you might be missing out on.

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C-Suite Perspectives
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Dump Your Bank For Schwab? | Best Cash Management Accounts 2026

Thu, 12 Feb 2026 12:00:00 -0500

Do you still need your bank or is Schwab's cash alternative - it's investor checking account better? Who has the best cash management account? Let's walk through the rates and key features of Fidelity's Cash Management Account, Schwab's Investor Checking Account, Vanguard's Cash Plus Account & Wealthfront's Cash Account AND talk about whether you should ditch your bank account for them.

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What Is Treasury Credit? STRC's 11.4% Cash Yield - What Are The Risks?

Sun, 08 Feb 2026 07:00:00 -0500

11.4% effective cash yield from STRC - does this “Treasury Credit” have anything to do with Treasuries? Strategy Inc. (MSTR) has four US preferred share issues (STRC, STRD, STRF & STRK) - which one might be best suited for you, who should invest and what are the risks?

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6.5% Multi-Year Guaranteed Annuity (MYGA): Who Should Buy?

Thu, 05 Feb 2026 11:00:00 -0500

Locking in a 6.5% multi-year guaranteed annuity (MYGA) for seven years - how safe is this? Plus, who should buy a MYGA, who shouldn't & what are five key factors to consider?

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17.92% International Bond ETF WIP: Better Than Treasuries, Gold & Silver For Inflation?

Tue, 03 Feb 2026 11:00:00 -0500

17.92% is the trailing 12-month return on international inflation-protected bond ETF WIP. Is there really better than TIP ETF (US Treasuries), gold and/or silver, especially with Kevin Warsh as the potential new Fed chair? What is the outlook for inflation and bond yields?

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The Safest Banks to Bank With in 2026 — Plus Global Banks That Are Bulletproof?

Sat, 31 Jan 2026 10:00:00 -0500

BRAND-NEW for 2026: our personal list of the top 8 "safest" banks to bank within the US & why. Plus, which other global banks make the list & what do the latest bank failures tell us?

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Sell America, Sell Treasuries? What Price Will You Get & What's Really Liquid?

Mon, 26 Jan 2026 09:00:00 -0500

Can you really sell your Treasuries if you need to? How liquid are they if you're holding T-Bills? What about TIPS and the 20-Year Treasury Bond. Plus where are Treasury and annuity rates this week and what are the yield expectations for the upcoming week's Treasury auctions?

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Use Fidelity, Not Your Bank? Dump Your Bank For Fidelity's Cash Management Account?

Mon, 19 Jan 2026 22:00:00 -0500

Do you still need your bank or is Fidelity’s Cash Management Account simply better than the rest? Let's walk through the key features of Fidelity's Cash Management Account, how can you make sure you’re getting the best rate on it and whether you should ditch your bank account for Fidelity’s CMA.

💰 Interested in supercharging your income in 2026? Join our brand-new VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content: https://www.diamondnestegg.com/vip-member-community-info

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf
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Earning More With Vanguard Cash Plus APY Boost | 10 Year TIPS Auction (Weekly Bond Update)

Sun, 18 Jan 2026 00:00:00 -0500

What is Vanguard’s Cash Plus Account APY Boost through April 30th and how does it work? And what should you watch out for? Plus, how do Treasury and annuity rates compare this week and what are the expected yields for the upcoming week's 10-Year TIPS (Treasury Inflation-Protected Securities) and 20-Year Treasury Bond auctions?

💰 Interested in supercharging your income in 2026? Join our brand-new VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content: https://www.diamondnestegg.com/vip-member-community-info

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf
_________
DISCLAIMER. Usage of any of our services including videos, websites, courses, memberships & forums constitutes an explicit understanding & acceptance of our end of video disclaimer, terms of service, privacy policy & all applicable Diamond NestEgg product and service disclaimers in their respective current forms.

Diamond NestEgg receives compensation from YouTube for the presence of advertising before, after, and during this video content as well as via YouTube’s super thanks & membership feature. Diamond NestEgg does not control the content or presence of any advertisements. The presence of any advertisement does not constitute an endorsement of the ad, company, entity, or product by Diamond NestEgg.

Comments, chats & conversations are a space for civil & respectful discourse & constructive exchanges of information, viewpoints &

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5.54% Yield:REIT Investing for Retirement Income | Is Realty Income Corporation Safe?

Wed, 14 Jan 2026 16:00:00 -0500

Safely investing in a real estate income stream via real estate investment trusts (REITs) - what are the advantages and disadvantages of investing and is Realty Income Corporation safe and stable enough? What should you look out for?

💰 Interested in supercharging your income in 2026? Join our brand-new, private VIP Investment Club and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

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⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

👀 Watch Part 1 of our 2026 income series next: https://youtu.be/_NrodcbWt08

👀 Watch Part 2 of our 2026 income series next: https://youtu.be/KbJlESY6WsE

👀 Watch Part 3 of our 2026 income series next: https://youtu.be/8UMPRzAajlU

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Lock-In 6.25% Now? Why This Bond Is Worth Considering

Wed, 14 Jan 2026 11:00:00 -0500

6.25% and safe? The new issue offering period ends this Thursday for this investment grade bond from Jefferies Financial Group, so let's walk through this top-yielding new issue corporate bond that we shared in our VIP Member Community earlier this week, why we would buy it and what you should consider before clicking that "BUY" button!

💰 Interested in safely supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

💡Learn more about our VIP Member Community vs bond courses: https://youtu.be/-EBDrng1AWw

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

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Inflation Back To 9%? How To Protect Yourself

Wed, 14 Jan 2026 00:00:00 -0500

Are the inflation numbers true or is inflation about to skyrocket again? And how much inflation protection should you have in your portfolio?

💰 Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

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Insider Preview Into Our Brand-New VIP Member Community (vs Bond Courses)

Sun, 11 Jan 2026 18:00:00 -0500

For safety-conscious bond and income-oriented investors, looking for safe, stable and predictable income, while not giving up too much on yield - see if our VIP Member Community is for you and grab your $100 early bird discount and our lowest prices EVER before January 15th... and learn more about our bond investing courses as well!

💰 Want to supercharge your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

👉 Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

📢 Email jennifer@diamondnestegg.com about financial planning (limited availability) OR to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

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6.65% USHY vs Treasury Bonds: Is USHY Right For You?

Sun, 11 Jan 2026 09:00:00 -0500

USHY with its 6.65% cash distribution yield—nearly 3% higher than GOVT Treasuries at 3.88%, but is it right for you? Plus, what do annuity and Treasury rates look like this week and what are the expected yields for the upcoming week's auctions? Keep listening if you're a retiree seeking stable income, a supersaver building your nest egg, or an investor eyeing diversification!

💰 Ready to lock in higher yields this year? Join our brand-new VIP Member Community for exclusive deep dives on bonds, preferred shares, high-yielding bond funds, covered calls, principal-protected products and more. Grab your $100 early bird discount before January 15th at www.diamondnestegg.com – prices won't be this low again!

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

👀 Watch Part 1 of our 2026 income series next: https://youtu.be/_NrodcbWt08

👀 Watch Part 2 of our 2026 income series next: https://youtu.be/KbJlESY6WsE

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8.21% Cash Income: JEPI, SCHD vs JAAA - Which 2026 Income Play Fits Your Goals?

Fri, 09 Jan 2026 06:00:00 -0500

Up to 8.21% annual cash payouts and some equity upside? Which of our 3 "secret investments" for higher income in 2026 may be right for you? Let's compare JAAA, SCHD & JEPI today in Part 2 of our 2026 income series!

💰 Supercharge your income and financial knowledge in 2026 👉 join our brand-new, private VIP Member Community before January 15th - prices won't be this low again: https://www.diamondnestegg.com/

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

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7% Cash Flow vs. 5.47% Aaa Yield: 7 Safe & Predictable Income Building Blocks For Retirement

Tue, 06 Jan 2026 06:00:00 -0500

How can you build a secure and stable income stream in 2026 as T-Bill rates fall and how can you still lock in 7% annual cash flow and/or 5.47% Aaa-rated yields before they disappear? In Part 1 of our new income series, we explore the 7 safe and predictable building blocks every investor needs to replace their paycheck and protect their retirement.

Whether you prioritize the absolute safety of U.S. Treasuries or the higher cash flow of single premium annuities (SPIAs), corporate bonds, municipal bonds or preferreds, we’re breaking down the details and numbers so that you can decide: what’s better for your portfolio?

💰 Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

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Where Are Rates Headed in 2026? And How To Get A Safe 9.6% Yield? | 2026 Market Outlook

Sun, 04 Jan 2026 17:00:00 -0500

Is it possible to get a safe 9.6% yield for 2026? And where are rates headed this year? In this video, we'll go through our 2026 market outlook, where rates currently stand and how some investors can supercharge their income, protect their principal and in some cases, even stay invested in the market while being protected against a market correction. Plus, let's go through what the predicted yields for this week’s Treasury auctions look like.

💰 Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf

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9.25% S&P Returns, No Risk? Fixed Indexed Annuities Explained!

Sun, 28 Dec 2025 10:00:00 -0500

How can you earn up to 7.25% to 9.25% while protecting your cash against a market bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes and in today's ultimate guide to annuities, that's what we'll be talking about - fixed indexed annuities (FIAs), as well as other annuities for those of you looking for guaranteed lifetime income and/or CD-like options. Here are the timestamps:

4:32 Single premium immediate annuities (SPIAs) for those of you looking to convert a one-time lump sum payment into an immediate & guaranteed income for life

23:52 Multi-year guaranteed annuities (MYGAs) which are more like CDs in that they accumulate a guaranteed fixed interest rate for a certain time until maturity, but do not pay out regular income.

34:39 Fixed indexed annuities (FIAs), which are currently very popular with our Diamond NestEgg regulars who are looking for downside protection while at the same time keeping some potentially higher market-based returns, tied to the S&P 500 for example.

1:08:03 Qualified longevity annuity contracts (QLACs) which are generally used to lower required minimum distributions (RMD), defer taxes and manage longevity risk if you have pre-tax retirement savings

📢 Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!

⭐ Learn about how annuities can help you sleep better at night in retirement ⭐ https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21

📢 Join the waitlis

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Financial Matters with Richard Oring

Richard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...

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5.48% JAAA or 4.20% SGOV: What's Better In Times Of Market Uncertainty?

Wed, 24 Dec 2025 06:00:00 -0500

JAAA has a TTM yield of 5.48% vs SGOV's 4.20% with its T-Bill portfolio. What's better? And what's safer? Which one would better survive a market crash? Understand the difference!

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Up To 4.50% CDs After The Fed Rate Cut

Tue, 23 Dec 2025 06:00:00 -0500

The top CDs are still paying as much as 4.50% - even after the latest Fed rate cut. Here are the top five we've found for you this December, plus what do rates look like for Treasuries, agencies & annuities if you want to lock in for longer?

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7.57% Yield On JBBB: Safe & Stable Enough In Times Of Market Uncertainty? (JBBB vs JAAA)

Mon, 22 Dec 2025 15:00:00 -0500

Looking for higher-yielding income investments? JBBB is paying 7.57%, with monthly cash payouts, even as rates move lower on the short-end & markets are near all-time highs. Is JBBB safe & stable enough for you? What's our perspective? Or is JAAA better?

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Best Online Banks (2026): What's Safe & What's Not?

Sat, 29 Nov 2025 08:00:00 -0500

Are online banks really safe or are traditional banks with branches better? What should you keep an eye out on when moving your money to an online bank? Because not "online banks" are created equal! Watch on to see what the top 5 online banks in the US are and how they compare to more established banks with physical branch locations!

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JAAA: 5.54% Return, No Risk? | Surviving When Markets Crash Or Too Good To Be True?

Sun, 23 Nov 2025 07:00:00 -0500

A safe & liquid 5.54% investment for when markets collapse, with monthly payouts and stable prices? JAAA vs Treasuries: who should buy JAAA and is there a catch? What are CLOs (collateralized loan obligations) and the real risks most people miss? Plus the latest Treasury, agency & MYGA rate comparisons and next week’s auction forecasts.

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Preparing For A 13-Year Bear Market? Could You Wait Out A 48% S&P 500 Crash? | Weekly Update

Sun, 16 Nov 2025 06:00:00 -0500

12 bear markets in the past 70+ years: are we headed for the 13th, how bad might it get and how can you best protect your principal while still staying investing in the S&P 500? Let's continue last week's discussion about the structured protection ETF, fixed indexed annuities (FIA), Treasuries as well as inflation protection!

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Highest-Paying Money Market Funds At Fidelity, Schwab Or Vanguard? | Weekly Bond & Annuity Update

Tue, 11 Nov 2025 06:00:00 -0500

Stay liquid or lock-in those rates? See what the top rates on the money market funds across Fidelity, Schwab & Vanguard are right now, and how they compare to Treasuries, agencies and annuities in our weekly update. We'll also be sharing with the best no-penalty CD offer that crossed our desk recently!

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6.18% to 10% Returns, No Risk? | Protecting Your S&P 500 Funds Against A Market Crash

Mon, 10 Nov 2025 06:00:00 -0500

How can you earn up to 6.18% - 10% while protecting your cash against an AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes, and in today's video, we'll be covering how to do this with some popular choices - a structured protection ETF from Calamos (CPSN) - as well as fixed indexed annuities (FIA) - which might be better for you if you're concerned about the next black swan crash?

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Bitcoin Upside, No Downside? What Are Protected Bitcoin ETFs? | Bitcoin Explained SIMPLE For Beginners

Sun, 09 Nov 2025 07:00:00 -0500

Bitcoin has gone up 12,447% since 2014. How do you get the upside, with no downside? There are many different ways to get exposure to Bitcoin, and some of them even promise to guarantee your principal, which may be particularly attractive for investors who want to get started in Bitcoin, but don’t think that they can stomach the volatility. That's what we'll be covering in today's Bitcoin "made easy" discussion!

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C-Suite Perspectives
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Financial Matters with Richard Oring

Richard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...

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What Happens When Banks Fail: $10 Million FDIC Proposal & How To Increase Your FDIC Limit Right Now

Mon, 03 Nov 2025 06:00:00 -0500

Would we be better prepared for the next financial crisis with higher FDIC limits and is a $10 million FDIC limit on the horizon? What are the details? How could you get more FDIC coverage for your money if this doesn’t apply to you? And what actually is the role of the FDIC when banks fail?

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Where Can You Still Get 6% Bonds? | Fed Rate Cut & Weekly Rates: Treasuries, Agencies & Annuities

Sun, 02 Nov 2025 05:00:00 -0500

Where can you still lock in 6% bonds for at least 1 - 2 years? And why did Treasury yields go up for everything six months and longer, despite the Fed rate cuts? Check out our weekly rates update for Treasuries, agencies and annuities and see what's moving the bond universe right now.

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What Happens When Brokers Fail: How Safe Is Your Money At Fidelity, Schwab And Vanguard?

Fri, 31 Oct 2025 06:00:00 -0400

How safe are your cash and investments in your brokerage account - what is protected and how much is actually protected? With all the new Treasury ETFs, "guaranteed" principal protection ETFs and cryptocurrency products that have been launched this year, let's revisit what SIPC covers and what it DOESN'T cover!

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C-Suite Perspectives
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Are I-Bonds A Must-Buy At 4.12? (November 2025 I-Bond Projection)

Sun, 26 Oct 2025 19:00:00 -0400

Should you buy I-Bonds now, the last week of October, or wait until the November I-Bond rate reset? And what us the breakeven time if you decide to redeem older, lower fixed rate I-Bonds to buy the current, higher fixed rate ones? Join us as we walk through our November I-Bond rate projection and the bond yields that are still up at the moment, even as the market predicts another 25 basis point rate cut this coming week.

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C-Suite Perspectives
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The Fed's Secret Weapon: $6 Trillion Of Debt

Sat, 25 Oct 2025 06:00:00 -0400

Is the Federal Reserve's $6 trillion of Treasuries, agency mortgage-backed securities and other bonds its secret weapon? What happens to bonds yields and the money supply if the Fed were to sell? Listen on as we explain quantitative easing, quantitative tightening and how the Fed controls short-term rates and tries to influence long-term ones as well.

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C-Suite Perspectives
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Lock In Rates Now Or Wait? Treasury vs Annuity Ladder: Who Wins?

Mon, 20 Oct 2025 06:00:00 -0400

Rates continue to be at decade-plus highs on average. Would a Treasury ladder or an annuity ladder pay you more and how do you build one? Plus, what other safe investments might you want to include and what do the yields look like for the upcoming T-Bill, T-Bond & TIPS auctions?

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Moving Your 401(k) to Fidelity, Schwab or Vanguard In Early Retirement? Listen To This First!

Fri, 17 Oct 2025 17:00:00 -0400

Thinking of retiring early and rolling over your 401(k) into an IRA at Fidelity, Schwab or Vanguard? Not so fast! Let's talk about smart ways to access your retirement funds early — without the 10% penalty.

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7% to 10% Returns, Zero Risk: Why Fixed Indexed Annuities Are So Attractive Right Now

Tue, 14 Oct 2025 06:00:00 -0400

S&P 500 upside with full downside protection via a 7.25% to 10% fixed indexed annuity (FIA). Learn how fixed indexed annuities work, the advantages & disadvantages of owning one, and who should (and should not) consider buying one.

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Are Treasuries In Danger? | Protecting Your Money In "New" Safe Havens? (Debasement Trade)

Sun, 12 Oct 2025 09:00:00 -0400

The death of Treasuries and the dollar: Are Treasuries still a safe haven? What about agencies and annuities for protecting against a market crash and/or higher rate investments ? And what might be some alternative safe haven investments?

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Direct Indexing With Fidelity, Schwab & Vanguard: Can You Really Earn More?

Thu, 09 Oct 2025 19:00:00 -0400

Fidelity, Schwab & Vanguard all offer direct indexing and portfolio customization - can you really get higher returns, lower risk with direct indexing vs ETFs?

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Is PFF Better Than SCHD And BND?

Tue, 07 Oct 2025 16:00:00 -0400

What is the best kept secret for high cash flows? Which pays the most: dividend fund SCHD, bond fund BDN or preferred stock fund PFF? See how preferred equity can boost your cash flow!

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Lock In 5% Now Or Stay Liquid: Best Money Market, CD & Annuity Rates October 2025

Sun, 05 Oct 2025 23:00:00 -0400

What are the best rates on money market funds, CDs and annuities right now and should you lock-in at 5% or stay liquid at 4% or less?

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Who Should Sell Treasuries During A Shutdown? And Why Is This Shutdown Different?

Wed, 01 Oct 2025 11:00:00 -0400

Are Treasuries at risk during this shutdown? Who should sell? Why is it different this time and what about I-Bonds, TIPS (Treasury Inflation-Protected Securities), Social Security & Medicare?

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Best No-Penalty CDs vs T-Bills: What's Better?

Sun, 28 Sep 2025 09:00:00 -0400

Where can you still get a 5.1%-equivalent APY and are T-Bills still better than no-penalty CDs right now? The answer may surprise some of you!

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6.3% Yield At Half The Taxes: Are Preferred Stocks Better Than Bonds?

Thu, 25 Sep 2025 06:00:00 -0400

A 6.30% investment-grade coupon from a utility company at capital gains taxes – are preferred stocks really better than bonds OR are they simply too good to be true? What are the advantages and disadvantages of preferred stock investing?

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Best CD Rates September 2025

Sun, 21 Sep 2025 17:00:00 -0400

Here are the top 10 CD rates we've found for you this month. Where can you earn up to $1,000 for opening a CD, and can you still get 5% CDs after the latest Fed rate cut?

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Will T-Bill Yields Jump At The End Of This Month?

Sun, 21 Sep 2025 09:00:00 -0400

The last time we had a proper budget was in 1997 (not 1987)! Is another round of higher “blip” yields headed our way soon? And are Treasuries still safe if we have a government shutdown this month?

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Are Higher Bond Yields This Week A Bad Omen?

Sat, 20 Sep 2025 10:00:00 -0400

Are higher Treasury yields after Wednesday's Fed cut a sign of bad things to come? And should you sell your Treasuries now? Or might there be another reason for the sell-off?

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Why Did Yields Go UP After The Rate Cut? | Have You Locked In Your Rates Yet?

Wed, 17 Sep 2025 22:00:00 -0400

The Fed cut rates by 25 basis points, but long term yields went up. Have you locked in your rates yet or are you still rolling over T-Bills for flexibility?

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Is A Jumbo Rate Cut Coming Tomorrow?

Tue, 16 Sep 2025 19:00:00 -0400

Will we see a jumbo rate cut at tomorrow's FOMC meeting and is this just the beginning for further rate cuts?

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How Can You Get $3,500 Every Month For Life? | Qualified Longevity Annuity Contracts Explained

Tue, 16 Sep 2025 18:00:00 -0400

A special, little-known type of annuity that’s currently guaranteeing payouts at an all-time high - what is a QLAC (qualified longevity annuity contract), who should buy a QLAC and how much could you get for life?

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Are US Treasures Still Safe? Or Are They "Broken"?

Sun, 14 Sep 2025 14:00:00 -0400

There is a lot of chatter currently about "the long bond being broken". What does this mean, how true is this, and is it still safe to hold 20-Year & 30-Year Treasuries?

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Are Tariffs Hurting Treasury Bills, Notes & Bonds? Or Helping? | Markets With Markus

Sat, 13 Sep 2025 23:00:00 -0400

The federal government took in about $30 billion of tariff revenues for August. Is this good or bad for Treasury bills, notes, bonds and the overall deficit? What if President Trump's tariffs are overturned?

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Top 8 Safest Banks To Keep Your Cash 2025

Thu, 11 Sep 2025 19:00:00 -0400

What are the top 8 safest banks for your money in the US in 2025? Here's our personal list update for the year. Plus, which other global banks make the list & what do the latest bank failures tell us?

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Annuity Rates Hit 10+ Year Highs: Lock In Now? How Much Could You Get For Life?

Thu, 11 Sep 2025 18:00:00 -0400

Annuity rates have reached levels not seen in over a decade - what is the right age for an annuity, who should buy one & how much could you get for life? Listen on to learn more because your age does matter in this case!

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How Safe Is The Guaranteed Lifetime Income On Annuities Really?

Thu, 11 Sep 2025 18:00:00 -0400

What are annuities, how safe are they, and what happens when your annuity company defaults? Is there the equivalent of FDIC coverage for annuities? And if yes, how does this work, and up to what amounts might you be protected?

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6.7% Multi-Year Guaranteed Annuity (MYGA): Is It Safe or a Trap? Who Should Buy A MYGA?

Thu, 11 Sep 2025 18:00:00 -0400

Locking in a 6.7% multi-year guaranteed annuity (MYGA) for seven years - which life insurance company offers this and how safe is this? Plus, who should buy a MYGA, who shouldn't buy a MYGA and what are five key factors to consider?

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Could You Earn More With Multi-Year Guaranteed Annuities (MYGAs) vs Bonds and CDs?

Thu, 11 Sep 2025 18:00:00 -0400

Annuity rates are at some of the highest levels that we’ve seen in recent years. What is multi-year guaranteed annuity (MYGA) and could it be right for you? Plus, what are the risks of holding a MYGA and how is a MYGA different from a bond and a CD? Listen on and find out!

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Earn More With SGOV, T-Bills Or Money Market Funds? What About BIL, VBIL & VUSXX?

Thu, 11 Sep 2025 17:00:00 -0400

Let's talk about SGOV (iShares' 0-3 Month Treasury Bond ETF). Is it better than T-Bills & money market funds like VUSXX (Vanguard's Treasury Money Market Fund), FZFXX (Fidelity's Treasury Money Market Fund) & SNSXX (Schwab US Treasury Money Fund) ? What about BIL (SPDR's Bloomberg 1-3 Month T-Bill ETF) & VBIL (Vanguard's 0-3 Month Treasury Bill ETF)? Which would we choose and why?

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Protecting Your Money From A Potential Recession: Get Out Of T-Bills & Money Market Funds Or Not?

Thu, 11 Sep 2025 16:00:00 -0400

How might you want to protect your money from a potential recession? Should you get out of T-Bills, money market funds & cash or LOAD UP? And what did the last "13-year bear market" look like?

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100% Guaranteed Income Forever: Is An Annuity Better Than A Bond Ladder?

Thu, 11 Sep 2025 15:00:00 -0400

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Treasury, Agency, Muni And Corporate Bonds: What Are The Best Bonds To Buy Right Now?

Thu, 11 Sep 2025 15:00:00 -0400

What are the best bonds for you in pre-retirement vs retirement - Treasuries, agencies, munis and/or corporate bonds? With a possible Fed rate cut coming soon and yields moving fast, here’s how bond investors can rethink their bond portfolio right now. Watch this before the next FOMC meeting!

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T-Bills, Notes & Bonds vs Treasury Zeros (STRIPS): What's Better?

Thu, 11 Sep 2025 13:00:00 -0400

Treasury Zeros, also known as STRIPS, sometimes pay more than Treasury Bills, Notes & Bonds. What are Treasury Zeros, what are the pros and cons of adding the to your portfolio, and who might want to consider purchasing them for potentially higher yields?

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Is A Recession Coming? | Markets With Markus

Wed, 10 Sep 2025 23:00:00 -0400

Where did nearly 1 million jobs go and why does Jamie Dimon, Chairman & CEO of JPMorgan, think that the economy is weakening and may be on its way to a recession? Plus, what does PPI, the Producer Price Index, tell us about the inflation and where things might be headed?

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Time To Lock-in Higher Rates? Watch Out For The Callability Trap On Bonds! | Markets With Markus

Wed, 10 Sep 2025 23:00:00 -0400

What is the callability trap? With the 30-year corporates at above 7% & the 30-year Treasury at 4.72%, bond investors have some big decisions to make before the next Fed rate cut. Let's talk about three ways to lock-in today's rates if it will help you sleep better at night!

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Robinhood Soars On S&P 500 Reshuffle: Are Bonds Out? | Markets With Markus

Wed, 10 Sep 2025 18:00:00 -0400

Welcome to Episode 1 of Markets with Markus, where we dive into the latest S&P 500 reshuffle. Who's joining and who's leaving on 9/22/2025 and how do you feel about owning Robinhood? What does this mean for crypto, bonds & retail investing?

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