Bonds

Bonds (taxable and non-taxable) are the essence of many investors’ portfolios. When you purchase a bond, you are lending money to the issuer. The issuer promises to pay principal and interest on a specified maturity date. Bonds generally tend to lower the risk profile of an investment portfolio ultimately providing lower and sometimes less risky but consistent returns. Spartan Capital’s seasoned, experienced consultants enjoy a long-standing reputation for finding quality and value in taxable and tax-exempt bonds. We offer both short-term and long-term fixed income strategies. Our broad range of bonds includes agency securities, corporate bonds, municipals, and treasuries. Your Financial Advisor can help simplify the complex process of investing in bonds to enhance your investment income or prepare you for future expenses (college or retirement). Please discuss bond specifics such as: credit rating, maturity, coupon, prices, and yields with your Financial Advisor to identify if bonds are appropriate for you.