Our Portfolio Management Process

 


 

Why I Chose Stifel

 

 

From left to right:  Michelle Eggers, Eric Allen, Brenda Stone

From left to right:  Michelle Eggers, Eric Allen, Brenda Stone

 

Bonds may appear boring, but boring can actually be a good thing when it comes to investing.  Bonds are a key component to an asset allocation strategy because they are designed to provide a steady, predictable stream of income during retirement.

If you are looking to diversify your portfolio, or just want a second option on your current strategy, let me show you how the combination of my fixed income experience and Stifel's vast resources can help you pursue your long-term goals.

 

When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.  Bonds may be subject to state and alternative minimum taxes, and capital gains tax may apply.  Neither asset allocation nor a laddering strategy ensure a profit or protect against loss.  The investment return and principal value of funds will fluctuate, and an investor's shares, when redeemed, may be worth more or less than their original cost.