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Your Portfolio’s Fixed Income Portion and Risk
HomeEpisode GuideYour Portfolio’s Fixed Income Portion and Risk

Your Portfolio’s Fixed Income Portion and Risk

8/13/2017

Guest(s): Michael Godwin and Matthew Karr

Your Portfolio’s Fixed Income Portion and Risk

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Our dynamic duo, Michael Godwin and Matthew Karr are back from Fragasso’s portfolio management department to discuss the strategies for managing the fixed income portion of a portfolio.

With the potential for rising interest rates, you will want to be informed and watchful as rates may rise and impact the value of the existing bonds in your portfolio.  Also, you’ll want to do the same for how to position future fixed income investments as we navigate through an environment that we haven’t seen for upwards of 30 years.

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  • Investment strategy considerations

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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