Getting Started

Create a Plan

Fixed income can be an important part of everyone’s asset allocation strategy, providing diversification to investors. To build a solid investment strategy, you must first create an asset allocation plan that is based on your objectives, goals, and risk tolerance.

Factors to Consider

Fixed income mutual funds and individual bonds fill specific needs in a portfolio. Read Factors to Consider to find out more about what to consider before selecting a fixed income investment.

Finally, be sure to periodically review your investments and make adjustments as necessary.

Finally, be sure to periodically review your investments and make adjustments as necessary.

Diversification/Asset Allocation does not ensure a profit or guarantee against loss.

In general, the bond market is volatile, bond prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

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