Steve Shaw

Dad of 2, founder of Bondsavvy, and 4x Ironman finisher.

[Steve Shaw @bondsavvy]

Holding bonds to maturity lowers after-tax returns, limits compound interest, results in missed investment opportunities, and increases inflation's impact on your portfolio.

Why Holding Bonds to Maturity Is Costing You Thousands (or More) https://t.co/gz8asbdvTz via @YouTube

[Steve Shaw @bondsavvy]

Do you want to build a select All-Star bond portfolio or a Bond Fund Bush League portfolio that owns thousands of bonds and limits performance? Click to take a tour of the Bondsavvy Premier Service.

Bondsavvy Premier Service Preview https://t.co/vSm5A5wK5J via @YouTube

[Steve Shaw @bondsavvy]

Watch Bondsavvy's new video covering the advantages of corporate bond make whole call provisions, how to calculate make whole call payments, and why issuers seldom invoke these provisions.

Make Whole Call Provisions: What You Need to Know https://t.co/ebDNl2A5s5 via @YouTube

[Steve Shaw @bondsavvy]

Corporate bond make whole call provisions offer significant advantages to the onerous par calls found in most muni and agency bonds. Learn how make whole calls can protect future income and maximize total returns.

Benefits of Make Whole Call Provisions https://t.co/CrVPZ0hx9O

[Steve Shaw @bondsavvy]

Click to view Bondsavvy's May 1 performance report, which demonstrates how a select portfolio of individual corporate bonds can outperform the leading bond funds and ETFs: https://t.co/5JVYNRUwrk

View disclosures in the full report.

[Steve Shaw @bondsavvy]

Click to register for "Profiting with Bonds During the AI Spending Boom" on April 2, where I will join host Richard Carter of Fidelity Investments.

https://t.co/MuflXrSwEX

[Steve Shaw @bondsavvy]

Click to read Bondsavvy's top Google-ranked analysis of the March 18 Fed dot plot and Summary of Economic Projections.

March 2026 Fed Dot Plot Sees Low-3% Fed Funds by 2027 https://t.co/C5HBvZfWyy

[Steve Shaw @bondsavvy]

For nearly nine years, Bondsavvy has shown how a select portfolio of individual corporate bonds can outperform the leading bond funds and ETFs. Click to read our January 15 performance report: https://t.co/NNW96hVAIZ

[Steve Shaw @bondsavvy]

Preview the 10 initial bond recommendations included in our newly launched 'Bondsavvy Basic' service. Median YTM of 5.60% and includes bonds issued by companies in five different industry groups.

Ten Investment Grade Bonds to Buy https://t.co/d7zIC0UPJD

[Steve Shaw @bondsavvy]

Bondsavvy has presented 23 new corporate bond recommendations over the last year. Their average pick date YTM was 5x higher than the S&P 500 dividend yield. Click for a preview.

#fixedincome #investing #bonds
Recommended Corporate Bonds to Buy Preview https://t.co/BbeYRUUgme

[Steve Shaw @bondsavvy]

View our October 31 performance report to see how a select portfolio of individual corporate bonds has outperformed the @iShares corporate bond ETFs: https://t.co/NNW96hW8yx

#bonds #investing #fixedincome

Past performance does not guarantee future results.

[Steve Shaw @bondsavvy]

Many non-lawyers fear bond indentures, as their 600-word sentences can be hard to follow. Read our new blog post that simplifies bond indentures, so investors know how they protect and impact bondholders.
#bonds #fixedincome

What Is a Bond Indenture? https://t.co/fTj7SfpeYD

[Steve Shaw @bondsavvy]

Muni bond issuers take 325 days, on average, to file annual audited financials. Oracle just did it in 18 days. Read our new article to learn the other four key reasons to own corporate vs. muni bonds.

5 Reasons to Own Corporate Bonds vs. Municipal Bonds https://t.co/dmp1HXb4cd

[Steve Shaw @bondsavvy]

Today's Fed dot plot signaled a 3.25%-3.50% fed funds rate by Dec '26, which would take money market yields to the mid-3s. Click to read our September Fed dot plot blog post.

#bonds #fixedincome
September 2025 Fed Dot Plot Sees Mid-3% Fed Funds by 2026 https://t.co/C5HBvZfWyy

[Steve Shaw @bondsavvy]

Muni bond tax equivalent yields ignore onerous muni bond call provisions and can overstate tax savings. Read our new blog post to learn why.

#bonds #munis #fixedincome #corporatebonds #investing

Why Muni Bond Tax Equivalent Yields Are Irrelevant https://t.co/ubHgVqfDPX

[Steve Shaw @bondsavvy]

Click to watch how Bondsavvy empowers individual investors to achieve the investing trifecta of high income, principal protection, and capital appreciation.

Why Use Bondsavvy to Invest in Bonds https://t.co/1OvIdavtuO via @YouTube

[Steve Shaw @bondsavvy]

Click to view Bondsavvy's August 1 performance report, which shows our 78 exited recommendations achieving a 10.11% median annual return vs. 6.40% for @iShares corporate bond ETFs. https://t.co/NNW96hVAIZ

Past performance does not guarantee future results.

[Steve Shaw @bondsavvy]

Watch Part 1 of Bondsavvy's "Yield to Worst Explained" video to learn which bonds are likely to have a YTW lower than their YTMs, how we calculate YTW, and the bonds where YTW is a non-issue.

Yield to Worst Explained - Part 1 https://t.co/2SRNF6KLOY via @YouTube

[Steve Shaw @bondsavvy]

When a bond's yield to worst is lower than its YTM, it's not always a certainty the bond will be called. Watch Part 2 of "Yield to Worst Explained" to learn when a bond's YTW is most important.

Yield to Worst Explained - Part 2
https://t.co/jJg1hsfnmk via @YouTube

[Steve Shaw @bondsavvy]

Key takeaways from the June 18 Fed meeting: 1) '25 inflation forecast up to 3.0% ⬆️; 2) projected '25 GDP growth reduced to 1.4% ⬇️; and 3) 75 basis points of rate cuts projected by yearend 2026.

June 2025 Fed Dot Plot Sees Mid-3% Fed Funds by 2026 https://t.co/C5HBvZfWyy