Episode 19: Fixed-Income Investing

We delve into the diversification benefits of Fixed-Income investments, exploring the impact of rising interest rates on bonds.

Fixed-Income investments provide diversification benefits in a portfolio and may offer regular income that may be exempt from state or federal taxes. In this episode, we discuss Fixed-Income Portfolios, the impact the rise of interest rates has had on bonds, and the pros and cons of implementing a fixed-income portfolio using mutual funds or ETFs vs. individual bonds or building a bond ladder. Eric Stein, CFA, East Bay Investment Solutions, joins Curio Wealth Advisors Jim Kantowski and Jake Sadler, to share his perspective.

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