Contact Us

Fixed Income Status

Integrating fixed income solutions into your portfolio

Our portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can help support your aspirations with a reliable stream of income.

With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your custom financial plan using a process that is defined, focused and disciplined – the characteristics needed to help preserve your hard-earned wealth, while striving to provide predictable cash flow now and in the future.

Fixed-income securities are exposed to various risks including but not limited to credit (risk of default or principal and interest payments), market and liquidity, interest rate, reinvestment, legislative (changes to the tax code), and call risks.

There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices generally rise. If bonds are sold prior to maturity, you may receive more or less than your initial investment.

Diversification and asset allocation do not ensure a profit or protect against a loss.

fixed income investment advisor Goodyear Sun City West Arizona

How We Can Help

Long-term investors can reap the benefits of holding fixed income investments to maturity, a strategy that helps to provide reliable, steady interest payments to fortify your income stream while also preserving principal. We have access to a broad array of investments, including some that are tax-exempt and/or especially tax-efficient when it comes to providing yield and predictable cash flow to support your desired lifestyle. Our team is well-versed in matching your specific goals and risk tolerance with investments that best align with your needs.
Our experienced team is knowledgeable about both the risks and rewards inherent in fixed income products, as well as the variety of both tax-exempt and taxable investments available. We seek out high-quality investments, and manage them in a way designed to safeguard your hard-earned wealth from erosion due to inflation or taxation. Investors who take the long view and hold high-quality bonds to maturity can generally expect a full return of their principal, as well as the stated yield. Fixed income is a valuable tool for establishing a solid foundation for your portfolio by providing diversification to help smooth out pockets of volatility as various asset classes rotate in and out of favor. We select individual fixed income investments that are not only of a high quality on their own, but also work seamlessly with the rest of your portfolio to deliver a reasonable total return at a risk level you’re comfortable with.
We work closely with you to gain a thorough understanding of your priorities for risk, capital growth and preservation before carefully selecting investments to suit your needs. We offer strategic support in crafting and implementing investment plans, and tap into the analytical resources of Raymond James and its specialists. Even once your portfolio has been designed and integrated, our job is not done. We review your allocations to help ensure they are appropriate in the market environment and for your unique situation. Our quality support is always delivered with your singular goals in mind, and that remains true as we highlight and strive to implement the right fixed income strategy for you. Asset allocation and diversification do not guarantee a profit nor protect against loss.