Why Income Investors NEED a Barbell Strategy

Are you leaving income — and safety — on the table? In this video, we break down why every income investor NEEDS a barbell strategy to protect wealth, reduce risk, and boost cash flow in 2025 and beyond.I am joined by David Sherman, CIO of CrossingBridge Advisors to discuss how low-beta, low-duration fixed income can balance out your long term income portfolio using a barbell strategy.The barbell strategy isn’t just for Wall Street pros. It’s a powerful, time-tested way to balance your portfolio between safe, stable income assets and high-growth, higher-yield opportunities. This approach can help you:✅ Protect your wealth during market downturns✅ Capture upside when markets recover✅ Generate steady income you can count onWhether you’re investing for retirement, building a dividend growth portfolio, or just looking for smarter ways to balance risk and reward, the barbell strategy is one tool you can’t afford to ignore.📌 In this video, we cover:00:00 Intro00:30 Welcome David Sherman, CIO of CrossingBridge Advisors02:13 Why investors should consider adding short duration income investments to their investment mix08:30 How your risk tolerance and risk capacity fit into your investment choices09:25 How to set up a barbell investment approach15:15 Example of a dividend company that may be a risk in the short term that could derail your goals17:30 When it makes sense to use an active manager over self-investing or a passive approach23:40 The mistake people make in fixed income investing25:10 David's view on the current market conditions, interest rates, and the economy32:15 The most important metric dividend investors need to watch33:18 Educational resources from CrossingBridge33:45 CrossingBridge's investment strategies39:35 Where to get more information on CrossingBridge40:07 Outro

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