|
JP Turner & Company, LLC
Financial Services / Investing in Bonds
|
| |
| |
Bonds can be an important piece of your overall portfolio. Deciding to invest in bonds and selecting bonds that are appropriate for your financial strategy can be a complex process. Whether you invest in bonds and how you choose which bond to invest in depends on a multitude of factors that your J.P. Turner financial advisor will review when helping you identify suitable bonds for your situation. In addition to determining a suitable mix of investments based on your financial goals, investment time frame and risk tolerance, you need to understand these features:
- Maturities
- Credit ratings
- Coupons
- Call features
|
- Prices
- Yields
- Taxable status
|
Bond values tend to decline as interest rates rise, and tend to rise as interest rates decline, so if a bond is sold prior to maturity its value may be more or less than the original purchase price.
Compliance #: JPT082608-531a
|
|
| |