Fixed Income

Fixed income investments are designed to generate income and help provide capital preservation. If you’re looking for potential tax benefits and want to diversify your portfolio, high-quality fixed income investments could be an option for you.

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.

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

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.

Take advantage of our fixed income expertise.

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