New York Stock Exchange

Fixed Income Management

We work with you to understand your investment needs while considering all the important factors in fixed income investing. Keeping in mind your income needs, time horizon, and risk tolerance, we will educate you about laddered fixed income portfolios, whether they are right for you, and potential investments including:
  • Corporate bonds
  • Tax-free municipal bonds
  • Zero coupon bonds
  • Agency bonds
  • CDs
  • Preferred stock
  • Fixed income annuities
Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk especially if investing in high yield bonds, which have lower ratings and are subject to greater volatility. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline of the value of our investment. All fixed income investments may be worth less than original cost upon redemption or maturity.