Investment Services

Bonds & Fixed Income

Fixed income investing helps diversify your portfolio and can provide stability during times of market turburlence.  Bonds and cash instruments such as CDs can provide stable returns and a regular source of income.


Fixed income investing offers investors several key benefits:

We will help you choose from many fixed income investment options to diversify your portfolio or meet your investment objectives. These include:

Each of these types of bonds have different tax implications and your Middleburg Investment Services advisor will work with you to determine the most suitable vehicles for your needs.

Additionally, Certificate of Deposits can play an important role in your fixed income strategy due to the predictability of investment return they provide.

Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price.  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.  CD's are FDIC Insured and offer a fixed rate of return if held to maturity.

 

 

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Middleburg Bank deposits and are not FDIC insured. These products are not obligations of the Middleburg Bank and are not endorsed, recommended or guaranteed by Middleburg Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states ( AL, AZ, CA, CO, CT, DC, ID, FL, GA, IA, IN, KY,MA, MD, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VA, WA, WV).
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