Member Event: Focus on Fixed Income

Bonds can serve as a counterbalance to stocks in a diversified portfolio, helping to reduce volatility while generating income - however diversification matters.

Join us to learn more about:

• The difference between loan and own investments
• Why bond laddering improves stability, flexibility and diversification
• Which bonds are most at risk of default
• How interest rate changes affect bond prices
• What's taxed when you own a bond

With a better understanding of fixed income, you can make more informed decisions about your investments and move closer to your financial goals.

Please use the form below or contact us today to RSVP. We look forward to seeing you!