Investing in Fixed Income

Fixed investments offer stability to your portfolio along with providing income, both tax-free and taxable, to help meet your income needs. The most common type of fixed income investments are bonds. Bonds are essentially a loan that you as an investor make to a corporation, government, municipality or other entity. In exchange for the use of your funds for a specified period of time, you as the lender typically receive regular interest payments along with the repayment of your principal at maturity.

Your Ziegler financial advisor can help you determine the right mix of fixed income securities for your portfolio. Explore the topics to learn more about basics of fixed income investing and the types of investments that are available for you to consider.

THE BIG SHIFT 

While equities will continue to play in an important role in any portfolio throughout the recovery, we suggest taking a new look at how fixed income investments can help stabilize your portfolio, produce returns in the form of consistent yields, and help to minimize your overall tax burden. Learn more.

• Preserve Capital 
• Generate Yield 
• Minimize Taxes 

INVESTING IN FIXED INCOME FOR YOUR STAGE OF LIFE

• Starting Out 
• Wealth Accumulation 
• Boomer Pre-retirement 
• Retired 

Fixed income securities are subject to market risk and interest rate risk. If sold in the secondary market prior to maturity, investors may experience a gain or loss depending on interest rates, market conditions and the credit quality of the issuer. B.C. Ziegler and Company does not provide tax or legal advice. Please consult your tax advisor regarding the suitability of these fixed income investments in your portfolio.