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Fixed Income – Bonds

Getting to Know Bonds

April 16, 2018
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Many investors own bonds or debt based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is an “IOU” for money loaned by an investor to the bond’s issuer. In return for the…

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Retirement Income Investing: Beyond Annuities

September 1, 2014
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One of the challenges of investing during retirement is providing for annual income while balancing that need with other considerations, such as liquidity, how long you need your funds to last, your risk tolerance, and anticipated rates of return for various types of investments. Annuities may be seen as a full or partial solution, since…

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Mixing Equity and Income in Your Stock Portfolio

July 13, 2011
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Low interest rates have been a boon for homeowners, but the picture hasn’t been so rosy for income investors. Yet some people have overlooked one income-producing investment category that may also help with other financial objectives, such as reducing portfolio volatility. What is it? Equity-income investments. Learning the Basics Long-term investors often purchase equities for…

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Understanding Bond Investing: It's a Matter of Balance

September 18, 2010
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It’s a common misconception to think of bonds as “plain-vanilla” investments that are appropriate only for certain types of people, such as financially conservative retirees. But in reality, bond investments may have the potential to add stability to a portfolio and help reduce overall investment risk — regardless of your age or financial outlook. What…

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Pursue Tax-Advantaged Income with Municipal Bonds

March 18, 2010
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When it comes to bond yields, sometimes less is more. While municipal bonds, or “munis,” usually have a stated yield several percentage points below those on comparable corporate or government bonds, the interest paid on municipal issues is generally exempt from federal and, in some cases, state and local taxes. For that reason, a municipal…

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Fixed-Income Focus: Bond Fund Basics

January 18, 2010
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Even during periods when equities are top market performers, bonds may still have a place in your portfolio. As a complement to the more volatile nature of stock funds, fixed-income funds may have the potential to generate a steady stream of income and add stability to a portfolio. How Bond Funds Work Bond funds are…

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