Insight
Bond Ladders: A Compelling Solution for Clients
Bond ladders can be an effective solution for investors seeking to earn a steady stream of income, diversify risk, preserve capital, and personalize exposures. Learn about bond ladders and their many potential benefits.
8/31/2023
7 min read
Topic
Tax Management
Key takeaways
- Bond ladders offer investors the ability to own a basket of individual bonds with staggered maturity dates in one portfolio.
- Bond ladders are a popular and effective solution for investors seeking to earn a steady stream of income, diversify risk, preserve capital, and personalize exposures. Whether investors are seeking the ability to capture exposure across the yield curve or target specific maturity ranges, bond ladders offer a compelling solution.
- Options for implementing a bond ladder in an investment portfolio are numerous. Investors may choose from multiple maturity ranges and fixed income sectors, such as municipal, Treasury, and corporate bonds.