The Holbert Wealth Management Groupof Raymond James
 
 

Fixed Income

Grade My Bonds

Through a customized analysis of your total fixed income portfolio, no matter where your securities are held, I can assess your holdings and help you to:

  1. Evaluate your fixed income portfolio on its performance, as well as on your financial goals and requirements
  2. Develop strategies designed to enhance income
  3. Explore opportunities to minimize taxes, and
  4. Balance risk and return.

See Sample Report

Shock Report

Do you know how your portfolio would perform if rates were to rise or fall? Our Shock Report can illustrate the effects a rise or fall in interest rates would have on your prortfolio.

See Sample Report

Newsletters

We offer the following newsletters regarding fixed income investments:

Taxable Primer – sign up

Municipal Weekly – sign up

Managing Fixed Income Risks in your Portfolio

Today's economic environment presents a number of challenges you should consider regarding your fixed income holdings, most predominantly interest rate and credit risks. To help you understand those risks, I'm pleased to offer you a FREE copy of our whitepaper discussing the risks associated with fixed income investments.

Key points discussed in the paper include:

  • The impact anticipated rising interest rates in the future may have on the value of many fixed income investments
  • The importance of assessing the credit quality of municipal and other types of bonds within your portfolio to determine if they remain aligned with your risk tolerance and investment objectives
  • Steps we can take together to analyze the fixed income investments in your portfolio, reevaluate the role they play in your overall financial plan and consider strategies available to manage risks

The management of risks is an ongoing part of the investment process. Please feel free to call or email me with any questions regarding the fixed income portion of your portfolio. I look forward to speaking with you.

Sincerely,

SANDRA J. HOLBERT
Sr. Vice President, Investments

Yes, Please send me a FREE report concerning fixed income investments.
3399 PGA Boulevard
Suite 200
Palm Beach Gardens, FL 33410
Phone: 561-630-7370
Fax: 561-630-7385
Toll-Free: 888-792-0041
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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