Portfolio Analysis Retirement Planning Mutual Funds New Issues Bonds Tax-Free Investments Reverse Converts UIT Commission Schedule Forms

  • Diversification
  • Maturity from 3 months to 30 years
  • Choices to suit your needs
To learn more about new Bonds offers speak to an Investment Specialist at:
800 225 6196
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*Not all products are suitable to all investors. Any investment includes associated risks. The following is designed to introduce you to a range of possible products. It is not an offer of sale, nor a guarantee of performance. Consider your financial profile, risk tolerance, and investment objectives carefully prior to selecting any investment. Please contact us for additonal information regarding these products.

Recent examples of Bond offers:

GNMA CMO
6% Coupon
Priced at par
Monthly Interest
2.92 Year Avg Life
Full Faith and Credit of the US Treasury

Freddie Mac CMO
6% Coupon
Priced at par
Monthly Interest
2.47 Year Avg Life
California State General Obligation Municipal Bond
5 % Coupon 11/01/37 Maturity
Priced at $102.970 per bond
A1 / A+ Callable 11/01/17 @ par
Yield to Nov ’17 Call 4.61% Tax Free
Yield to Maturity 4.81% Tax Free

Anaheim California Public Finance Municipal Bond
5% Coupon 09/01/34 Maturity
Priced at $102.10 per bond
A3 / A Callable 09/01/17 @ par
Yield to Sep ’17 Call 4.719% Tax Free
Yield to Maturity 4.858% Tax Free
University of Texas Funding Municipal Bond
4 1/2% Coupon 07/01/33 Maturity
Priced at $99.557 per bond
Aaa/AAA Callable 07/01/14 @ par
Yield to ’14 Call 4.583% Tax Free
Yield to ’33 Maturity 4.529% Tax Free
Types of Bonds
Municipal bonds
  • State and Federal Tax-Free
  • Issued by States, Counties and Municipalities
  • Ratings and Returns to Fit Different Investment Objectives
Government Agency Bonds
  • Agencies created by Acts of Congress
  • May be collateralized by government-backed assets
  • May be tax-free
  • AAA rated
Corporate Bonds
  • Corporate bonds are issued by publicly traded companies.  The issuing companies are responsible for the interest and principal repayment.
  • Bonds provide set maturities, coupon payments and call features that can be structured to fit the needs of almost any portfolio.
  • Corporate bonds carry ratings by nationally recognized agencies such as S & P and Moody's to help investors compare relative risks between issuers.
  • Corporate bonds generally have an active secondary market allowing investors to find prices, and to buy and sell with little delay.

  • *Fixed income products are subject to risk, including possible call features, changes in credit quality, liquidity, prepayment, corporate events, and other factors. Please contact us for further information.
Treasury Bonds
  • Issued by the U.S. Government
  • AAA rated
  • Interest earned exempt from State and Local taxes
  • Maturity from 3 months to 30 years
CMO Investments: Collateralized Mortgage Obligations
  • CMOs are issued by government agencies such as Ginnie Mae, Fannie Mae and Freddie Mac. Some are issued by large banks and mortgage lenders such as Bank of America.
  • CMO issues are collateralized by government backed or other high quality mortgages, and are AAA rated.
  • CMOs offer steady streams of income and have sophisticated maturity models that can be utilized to build cash flows adequate to meet the income demands of many portfolios.
  • CMOs can be an ideal choice to help diversify portfolios comprised of stocks or corporate bonds.

    *CMOs are not suitable for all investors. Yield may fluctuate based on prepayment experiences of the underlying mortgages, and on changes in intrest rates. Please contact us for further details.
Types of Strategies
Fixed income securities offer many advantages that investors have sought for decades. Although there are dozens of specific investment needs that can be met by including bonds in a portfolio, the most common reasons for bond investing are:
Multiple Risk Scenarios
Bonds carry widely varying credit ratings and risk that can be combined to achieve a risk level that meets the needs of specific investors.  Some bonds are insured or issued by government agencies and are considered safer than bonds of lower credit ratings.  Certificates of deposit may be FDIC insured.  Corporations sometimes issue senior debt or debt secured by specific assets.
Income
Most bonds carry a stated interest rate.  Investors can easily buy bonds that pay on predetermined dates.  Designing a bond portfolio that pays consistent and predictable income can be of great benefit in meeting expense demands for almost any investor.
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