Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds

Episode • Jan 31, 2023 • 34m

As we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns?

In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting advisors and consultants across the country. Stanley is motivated by learning about clients' needs and wants to help ensure that their investments receive the attention they deserve.

As a fixed-income expert, Stanley talks with Rusty and Robyn about what's in store for bonds and the fixed-income market in 2023, his outlook for bonds, Fed policy, and interest rates, and why municipal bonds are a unique investment opportunity.

Key Takeaways

[02:59] - Stanley's journey to becoming an investment solutions director.
[03:47] - What Belle Haven does for its clients.
[04:59] - Belle Haven's outlook on inflation.
[06:38] - Stanley's perspective on how the Fed deals with interest rates.
[09:21] - What Stanley thinks about the current recession risk.
[13:57] - Belle Haven's view of municipal bonds.
[17:17] - Why municipal bonds are a unique investment opportunity.
[20:19] - Other fixed-income markets Stanley is interested in.
[21:11] - Stanley's favorite investment strategy.
[22:49] - How Stanley maintains his physical and mental health to perform at his best.
[24:15] - The people Stanley is grateful to professionally.
[25:52] - Stanley's recommendation for content.
[28:36] - The best time to invest in fixed-income funds and laddered portfolios.

Quotes

[10:12] - "Recession probability is high to significantly high this calendar year, but it's just a scary word that's frowned upon. Recession is a natural part of the business cycle and a natural part of investing over long periods to grow and preserve wealth." ~ Stanley Sattler

[15:19] - "For investors looking for a place to step out a few years on the yield curve and get incremental income and yield, you can do that in the municipal marketplace because the municipal bond space is 80+ percent individual investor driven." ~ Stanley Sattler

[25:21] - "It's exciting to be involved and learn from a culture of entrepreneurship and service and putting the client first rather than what you typically see in the industry where ego or selfishness is involved." ~ Stanley Sattler

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