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:
- Diversification: Help reduce volatility in your portfolio
- Income: Fixed income interest helps supplement other income sources
- Tax Advantages: Some fixed income investments are exempt from federal and/or state income taxes
We will help you choose from many fixed income investment options to diversify your portfolio or meet your investment objectives. These include:
- Corporate bonds
- Municipal bonds
- Government bonds
- U.S. Treasury bonds
Each of these types of bonds have different tax implications and your Middleburg Investment Group advisor will work with you to determine the best vehicles for your needs.
Additionally, Certificates of Deposits can play an important role in your fixed income strategy due to the predictability of investment return they provide.