Fixed Income and Bonds

Bonds are commonly referred to as fixed-income securities and are one of the three main asset classes, along with stocks and cash equivalents. A bond is a debt investment in which an investor lends money to a corporate or governmental entity.

The entity borrows the funds for a defined period of time at a fixed interest rate. Bonds are used by companies, municipalities, states, and federal governments around the world to finance a variety of projects and activities.

Additional Investment Types

• Equities / Stock
• Cash Equivalents/ Money Market
• ETF’s / Index Funds
• Non-Proprietary Managed Mutual Funds
• Plumb Funds

To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.