Watch this educational vlog to hear Bobby Norman, Managing Director of Fi Plan Partners, go over the impact that interest rates have on bonds.
Bobby Norman, CFP®, AIF®
Managing Director
Wealth Consultant
Email Bobby Norman here
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bonds are subject to availability and change in price.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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