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Fixed income investments are designed to generate a specific level of interest income, while also providing diversification, capital preservation, and potential tax exemptions. Fixed income investments are designed to provide regular income through interest payments and return of principal at maturity. They are generally considered safer than stocks and can help balance risk in an investment portfolio.
Whether your goal is to diversify your investments, save for the future, receive dependable income, preserve principal, or help minimize taxes, fixed income investments could be a way to reach your goals.
| Benefits | Risks |
|---|---|
| Fixed income investments generally carry lower risk than stocks. They also function well as a way to generate income or value from your investments on a consistent basis. | Just because fixed income funds usually are less risky options doesn't mean there is no risk involved. As with stocks, your fixed income investment could be affected by external factors such as market conditions, inflation, or interest rates. |
Use fixed income securities to provide a regular, predictable stream of revenue.
Add stability to your portfolio with high-quality fixed income investments, like Treasuries, CDs, or other highly rated bonds.
Help smooth out the highs and lows in a stock portfolio with fixed income securities.
Some fixed income securities, like municipal bonds, generally have preferential tax treatment where coupon payments may be exempt from federal and state income taxes.
Our specialists offer objective, non-commissioned guidance on a wide range of fixed income products and strategies including ladders, bullets, barbells, and more. You can expect personalized service on topics such as:
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