• Woodward Partners

  • Woodward Partners

  • Woodward Partners

  • Woodward Partners

Copyright 2020 - Woodward Partners

Fixed Income

Preserve the value of wealth and guarantee that you will stay one step ahead of inflation.

Preservation of capital should be the ultimate goal of any investor. If you are nearing retirement or indeed enjoying your retirement years already, fixed income securities can offer you a steady flow of income to your portfolio.

Incorporating this strategy to your asset-base, will not only provide you further exposure to varying different asset classes, but will in essence reduce your position to further risk. In addition, fixed income strategies are a proven and recognized way of staying one step ahead of inflation. We would offer that unlike the equity markets, the fixed-income market allows you to identify long-term investment prospects without having to worry about short term market volatility and price fluctuations, so if you are a hands-on investor you don't need to keep track of daily movements.

Is a fixed income strategy right for you?

Just like any other investment related vehicle, it is necessary review and assess your financial needs in order to determine the dividend frequency of each fixed income strategy. How does the fixed income vehicle compliment your present situation? What will its role when combined into your portfolio expect to achieve? Does this assist with reducing your annual tax obligations?

If tax reduction is a priority, then you might consider a tax-free government bond. If you are focused on growth you may opt for a greater yield expectancy often found in that of a high-yielding corporate stock. The choices are endless, dependent on your goals and dreams.

If you think you are better suited to income investing, contact Woodward Partners to discuss the advantages of incorporating a fixed income portion into your strategy.