Britton Busby, Regional Manager - Lord Abbett & Co.
Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, APMA®
During this complimentary seminar we will discuss:
- The saver’s dilemma.
- What does history tell us about interest rates?
- The two bond markets.
- Strategies for today’s market.
For more information:
call us at 703.359.2660 or email us at email@example.com
Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.
Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results.
Interest income from municipal bonds is federally tax-free, though the alternative minimum tax may apply. Interest income from municipal bonds is also generally state tax-free to residents of the state in which the municipal bond issued, and generally taxable to residents of other states, depending on individual state rules. Sales if municipal bonds can result in federal and state capital gains or losses.
There are risks associated with an investment in bond investments, including the impact of interest rates, credit and inflation. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.