Fixed income investments are designed to generate a specific level of interest income, while also providing diversification, capital preservation, and potential tax exemptions.
8 Questions on the Bond Market and Rate Hikes.
Why invest in fixed income?
Whether your goal is to diversify your investments, save for the future, receive dependable income, preserve
principal, or help minimize taxes, fixed income investments could be a way to reach your goals.
Think about your objectives.
Generate Income
Use fixed income securities to provide a regular, predictable stream of revenue.
Diversify your portfolio
Help smooth out the highs and lows in a stock portfolio with fixed income securities.
Protect your investments
Add stability to your portfolio with high-quality fixed income investments, like Treasuries, CDs, or other highly rated bonds.
Create tax benefits
Some fixed income securities, like municipal bonds, generally have preferential tax treatment where coupon payments Tooltip may be exempt from federal and state income taxes.
Consider your investing style:
Get professional management of your fixed income.
Wasmer Schroeder™ Strategies
Wasmer Schroeder Strategies offer a wide range of fixed income separately managed accounts across the duration, credit, and tax-efficiency spectrums. The choices include actively managed and bond ladder portfolio strategies with both taxable and tax-exempt debt securities. Investment minimums start at $250,000.
Other professionally managed solutions
Discover a wide range of high-tech to high-touch investment advice options, including separately managed accounts for specialized investment strategies. Investment minimums vary by service but may start as low as $5,000.
Manage your own fixed income investments.
Bond mutual funds & bond ETFs
These are professionally managed investment products made up of a diversified mix of underlying securities, often with low investment minimums.
Certificates of deposit (CDs)
CDs are federally insured1 bank deposits that pay a stated amount of interest for a specified period and promise to return your money on a specific date.
Individual bonds
Bonds typically pay a set schedule of fixed interest payments and promise to return your money on a specific maturity date.
Talk to a Funds Recovery CA Fixed Income Specialist.
Our specialists offer objective, non-commissioned guidance on a wide range of fixed income products and strategies including ladders, bullets, barbells, and more. You can expect personalized service on topics such as:
- Help with choosing from a wide variety of investment options
- Suggestions for adjusting to changing market conditions
- Assistance with using our online trading features
Start investing today
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Questions? We're ready to help.
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