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.
Bond Basics
U.S. Treasuries
Municipal Bonds
Corporate Bonds
High-Yield Bonds
Mortgage Securities
Callable Securities
Current Offerings
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.
The current interest rate environment has many investors wondering if now is the right time to invest in bonds, of if they should wait for higher interest rates. Download our "Cost of Waiting" guide for a better understanding of buying bonds in periods of low interest rates.