Fixed Income Products

Fixed income products are investment instruments that provide investors with a fixed stream of income over a specified period of time. These products are typically issued by corporations, governments, or other entities that need to borrow money from investors.

Fixed income investments are subject to various risks that can impact the market value and cash flows from the security. Fixed income risks occur based on the volatility of the bond market environment. Risks impact the market value of the security when it is sold, cash flow from the security while it is held, and additional income made by reinvesting cash flows. By understanding the risks involved, investors can be more informed as to the best fixed income security to purchase

The major fixed income investment risks includes

  • Interest Risks: Interest rate risk is inherent in fixed-income investments. Changes in interest rates can affect the value of fixed-income securities. While fixed income provides stability, it may not guarantee high returns, especially in a low-interest-rate environment.
  • Reinvestment Risk: It can impact the returns on fixed income investments. When interest rates fall, the proceeds from maturing investments may need to be reinvested at lower rates, potentially reducing overall returns.
  • Credit Risk: Is the risk of the issuer defaulting on payments. Fixed-income securities with higher yields often come with higher credit risk. It’s essential to balance return expectations with the creditworthiness of the issuer.
  • Liquidity Risk: Fixed-income securities can be less liquid than other investments, making it challenging to buy or sell them quickly at fair prices. Investors should understand that liquidity risk may limit their ability to access funds when needed.
  • Political or Legal Risk: It can affect fixed-income investments. Changes in government policies, regulations, or legal actions can impact the performance of these investments. It’s important to acknowledge these external factors in any fixed income investment discussion.

Understanding fixed income risks enables investors to understand the exposures. they are taking on by investing in government. It also allows investors to decide the type of risk they are willing to take on.

Fixed Income Products

  • Bonds: Bonds are debt securities that are issued by corporations or governments to raise capital. When investors buy bonds, they are essentially lending money to the issuer, who agrees to pay them interest on the principal amount and return the principal at a specified maturity date.

  • Treasury securities: Treasury securities are issued by the U.S. government to fund its operations. They include Treasury bills, notes, and bonds, which have different maturities and interest rates. These securities are considered to be among the safest investments, as they are backed by the full faith and credit of the U.S. government.

  • Certificates of deposit (CDs): CDs are issued by banks and other financial institutions, and offer investors a fixed interest rate for a specified term. They are insured by the Federal Deposit Insurance Corporation (FDIC) up to certain limits, making them a relatively low-risk investment.

  • Money market funds: Money market funds invest in short-term, low-risk fixed income securities, such as Treasury bills and commercial paper. They are designed to provide investors with a stable value and high liquidity, making them a popular choice for cash management.

  • Preferred stocks: Preferred stocks are a type of equity security that pay a fixed dividend to investors. They are generally less volatile than common stocks, but offer lower potential returns.

  • Annuities: Annuities are insurance products that provide investors with a fixed stream of income over a specified period of time. They are often used as a retirement savings vehicle, as they can provide a guaranteed income stream in retirement.

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Nortlov Securities LLC is a limited liability company based in Georgia. As a registered broker-dealer and member of the Financial Industry Regulatory Authority, Inc.

(FINRA), our goal is to provide reliable investment solutions to our clients.