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An introduction to the fixed income market

  • Fixed Income

Overview

In this course you’ll learn the basic concepts of the fixed income market. With a better understanding of fixed income you can decide what role fixed income may play in your portfolio.

Objectives

When you complete this course, you will:

  • Be familiar with the key terms and concepts of fixed income investing
  • Know the potential benefits and risks of fixed income investing
  • Determine if fixed income investments may be right for your portfolio
Course Outline
Title Type Highlight
1. What are money market funds? Article
While money market funds can be considered conservative investments, they still involve a degree of risk. Because of this, it is important to know what is held in their portfolios.
While money market funds can be considered conservative investments, they still involve a degree of...
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2. What is a CD? Article
Pay special attention to a key characteristic of Certificates of Deposit (CDs) - they are FDIC insured. This is an important feature to keep in mind when evaluating the risk levels of your fixed income investments.
Pay special attention to a key characteristic of Certificates of Deposit (CDs) - they are FDIC...
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3. What is a bond? Article
Pay special attention to the “Who issues bonds” section of this article. Each bond type has certain advantages and disadvantages that will be integral when making your investment decisions.
Pay special attention to the “Who issues bonds” section of this article. Each bond type has certain...
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4. Bond prices, rates and yields Article
In the previous lessons, the basic fixed income investment types were reviewed. Now let's move on to pricing, rates, and yields and the interaction between them. When investing in fixed income it is imperative to understand how they affect each other.
In the previous lessons, the basic fixed income investment types were reviewed. Now let's move on to...
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5. What are bond funds? Article
Bond funds can offer an easier way to achieve diversification, even with a small investment. The impact on a portfolio from one bond defaulting or being called away prior to maturity may potentially be lessened by owning a large number of bonds.
Bond funds can offer an easier way to achieve diversification, even with a small investment. The...
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6. Bonds vs. bond funds Article
There are many pros and cons to investing in bonds and bond funds, such as tax implications. Make sure you understand the differences and potential impacts of each.
There are many pros and cons to investing in bonds and bond funds, such as tax implications. Make...
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7. Types of bond funds Article
Building a portfolio of fixed income funds starts with identifying your investment goals, then understanding how different types of bond funds align with those goals
Building a portfolio of fixed income funds starts with identifying your investment goals, then...
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8. Bond ratings Article
In this lesson pay special attention to how bond ratings can affect price and yield. This will be an important aspect of evaluating a bond fund, which is reviewed in the next lesson.
In this lesson pay special attention to how bond ratings can affect price and yield. This will be an...
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9. Evaluating a bond fund Article
This lesson includes three important questions you should ask yourself when evaluating a bond fund. Save these questions, as they may be asked when considering any type of investment
This lesson includes three important questions you should ask yourself when evaluating a bond fund....
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