Taking Advantage of Rising Interest Rates with a Bond or CD Ladder

What is a bond or CD Ladder

How does a ladder typically work?

What are the benefits of laddering your investments?

 PLEASE NOTE: When interest rates rise, bond prices generally fall, and vice versa. The effect is usually more pronounced for longer-term securities. You may have a gain or a loss if you sell a bond prior to its maturity date. Fixed-income securities also carry inflation risk and credit and default risks for both issuers and counterparties. Please consult your financial advisor for help in developing and implementing an investment plan. 

Taking the time to find the right investment plan is essential when dealing with your finances. Copper Leaf Financials' team of experienced planners will help you develop and implement an investment plan suited to you and your best interest. For more information call 802-878-2731