Sign up to save your podcasts
Or
Share Fixed Income, in a Language Clients Understand
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Fixed Income, in a Language Clients Understand
Most clients have a solid understanding of stock investing - you invest in equity ownership shares of a company for the potential of price appreciation or dividends. When the conversation turns to fixed income, investors and advisors have a harder time grasping the nuances.
In our first episode, we break down the four key risks that shape fixed income outcomes: when you get your money back, if you get it back, how you get it back, and how easily you can convert it to cash. We also discuss why today's environment requires a more thoughtful approach to credit risk. Using this framework, you can navigate client conversations with confidence.
Learn more: https://madisoninvestments.com/the-issue-at-hand/
For full disclosures and definitions visit: https://madisoninvestments.com/fixed-income-in-a-language-clients-understand/
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
View all episodes
By Madison InvestmentsMost clients have a solid understanding of stock investing - you invest in equity ownership shares of a company for the potential of price appreciation or dividends. When the conversation turns to fixed income, investors and advisors have a harder time grasping the nuances.
In our first episode, we break down the four key risks that shape fixed income outcomes: when you get your money back, if you get it back, how you get it back, and how easily you can convert it to cash. We also discuss why today's environment requires a more thoughtful approach to credit risk. Using this framework, you can navigate client conversations with confidence.
Learn more: https://madisoninvestments.com/the-issue-at-hand/
For full disclosures and definitions visit: https://madisoninvestments.com/fixed-income-in-a-language-clients-understand/
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.