David Blair and QuadCap Wealth Management explain the benefits of Bond Ladders (Second Part).
Dallas, TX (1888PressRelease) August 05, 2011 - Another advantage of using the ladder strategy is that you can customize your ladder to suit your individual investment objectives, such as meeting future funding needs or fulfilling specific income requirements. Investment selection will also take into account such things as your tax liabilities, quality considerations and anticipated future changes in your financial situation.
Ladders are typically built using a variety of the following types of fixed income securities: U.S. Treasury and government agency securities, tax-exempt municipal bonds, corporate bonds, zero-coupon bonds.
We started QuadCap Wealth Management, LLC to focus on a highly personalized comprehensive counseling program that is driven by dedicated personal service. Our firm provides in depth comprehensive financial counseling that covers all areas of your financial affairs, such as employee benefits planning, tax planning and preparation, asset allocation strategies, estate planning and wealth transfer strategies, as well as risk mitigation strategies.