Download presentation
Presentation is loading. Please wait.
Published byLynne Hubbard Modified over 9 years ago
1
The Basics of Bonds
2
Current Annual Percentage Rate Returns on Savings Savings Account 1 Year Cd 2.5 Year CD Money Market Mutual Fund*H Bond EE Savings BondI Bond.75%1.69%2.8%1.98%1.5%2.66%4.66%
3
Types of Bonds Government Municipality Corporation Mortgage Backed Securities Specialty Bonds
4
U.S. Government Bonds Series EE Series I Series HH
5
Who are these people… And what denomination I Bond do they appear on???
6
U. S. Treasury Securities Treasury Notes Treasury Bills
7
Municipal Bonds General Obligation Revenue Bonds
8
Yield of Taxable and Tax-Exempt Investments Sample Federal Tax Bracket 15% 28% 33% Taxable Investment Yield 4%4.7%5.6%6.0% 5%5.8%6.9%7.5% 6%7.0%8.3%9.0% 7%8.2%9.2%10.4%
9
Corporate Bonds Risk/Reward Convertible Bonds Zero Coupon Bonds
10
Other Types of Bonds Bond Mutual Funds Mortgage Backed Securities Collateralized Mortgage Obligations Unit Investment Trusts Annuities
11
Learning the Lingo Interest Rate Maturity Redemption Features Call Provisions Puts Average Life Principal Payments Credit Quality Credit Rating Bond Insurance Price Yield Market Fluctuations Tax Status Diversification Inflation Risk Laddering Volatility Bearer Bond Par
12
Are Bonds for YOU? Your Goals Your Timeline Your Risk Tolerance
13
The first rule of becoming wealthy is not to lose money. The second rule is not to forget the first rule. Warren Buffet
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.