Investing

Fixed Income Investment

October 14, 2021

What are Fixed Income Investments?

A fixed income investment is a fund or portfolio in which bonds are primarily purchased as investments. There is no fixed maturity date and no repayment guarantee.

Fixed Income Investment Examples

Common fixed income investments include Treasury Bonds, Government & Agency bonds, Municipal Bonds, Corporate Bonds, Mortgage-Backed Securities, Certificates of Deposit (CDs), and Preferred Stock.

Can You Lose Money in a Fixed Income Fund?

Fixed income funds typically carry less risk and are a good option for a steady source of income. Fixed income funds are great for investors who have less time to recoup losses if the market becomes volatile. Although fixed income funds are less risky, they can lose value over time due to inflation. These funds can also lose value if the bond manager sells a significant amount of bonds in a rising interest rate environment.

Wealthspire Advisors is a registered investment adviser and subsidiary company of NFP Corp.

This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Topics

Related Content

August 20, 2025 What Is a K-1? A Law Firm Partner’s Guide to Understanding Your Taxes

If you’ve recently become a law firm partner, you may have received a Schedule K-1 and wondered, “what is this document and how does it affect my taxes?” Many new partners are surprised by how different their tax experience becomes. A K-1 (IRS Schedule K-1 Form 1065) is a tax document that reports your share of a partnership’s income, deductions, and credits. Some law firm partners receive a K-1 each year instead of a W-2, while others in hybrid or PC structures may receive W-2 wages in additio

Attorneys
Financial Planning
Tax Planning

July 10, 2025 What Are Capital Contributions - A Guide for New Law Firm Partners

Capital contributions, or buy-ins, are the funds or assets that a business owner or partner invests into a business. For new law firm partners, understanding capital contributions is essential, not just for partnership buy-in, but for long-term financial planning, tax efficiency, and wealth building. A capital contribution is money or property a partner puts into a business in exchange for ownership equity. In a law firm, this often occurs when you’re promoted to or buy into the partnershi

Attorneys
Financial Planning

March 21, 2025 Alternative Minimum Tax (AMT)

What Is Alternative Minimum Tax? Alternative Minimum Tax (AMT) is a tax system designed to ensure high-income individuals, corporations, trusts, and estates pay a minimum amount of tax. AMT limits certain deductions and credits that would otherwise reduce tax liability under the regular tax system. How Does Alternative Minimum Tax Work? People or organizations who may be subject to AMT must first calculate their tax liability under the regular tax system and then calculate their AMT liability s

Tax Planning