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In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn more.

Fixed Income Investments

Fixed-income investments are an important part of a well-diversified portfolio. Fixed-income investments pay interest at specified times in fixed amounts and are usually issued by a corporation, municipality, government or government-sponsored agency.

There are two primary reasons why investors may want to include fixed-income investments in their portfolio:

Income – Fixed-income investments provide a stable and regular stream of income.
Diversification – Fixed-income investments are essential to the performance of an individual investor's portfolio.

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    Our Investment Philosophy

    We believe in long-term investing with an emphasis on quality and diversification.

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    Investing Considerations for You

    If you're new to investing, a woman, a business owner or facing one of life's important milestones, this section addresses the topics that are unique to you.

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