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Types of U.S. Treasury Securities

Mar 18, 2021
The U.S. Treasury issues several types of securities, each backed by the full faith and credit of the U.S. government and offering interest income that is exempt from state and local income taxes. Here…

Which is Better – Individual Bonds or a Bond Fund?

Mar 26, 2018
Which type of bond is better? The answer to this question will depend on what you are looking for in your investment. Preservation of PrincipalIf preserving principal is high on your list of goals, individual…

3 Things to Know About Municipal Bonds

Apr 04, 2019
Municipal bonds are issued by state and local governments and agencies to raise money for public projects, such as building highways and schools. Here are three things to know about them. We can tell you…

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

Why Invest In Bonds?

Jan 21, 2021
Investors choose bonds for several reasons, including their ability to help manage risk in a portfolio, provide a predictable stream of income, and preserve capital. Diversify Your Portfolio Bonds…

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Apr 13, 2021
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…