14 Jun Weekly Bond Ladder Brief: June 12, 2023
We are always looking for ways to add value and help you achieve your goals. Right now, we see tremendous opportunity in short term bond ladder investments. These investment grade bonds are showing strong yields.
Each week, we’ll share the bonds that have our attention as well as two sample bond ladders—one taxable and one tax-free.
This week’s Short Term Bond Ladders: June 12, 2023
Taxable Bond Ladder – hypothetical $600,000 portfolio
Tax-Free Bond Ladder – hypothetical $600,000 portfolio
This Week’s Bonds of Note:
Yields—YTM: Yield to Maturity | YTW: Yield to Worst | TEY: Tax Equivalent Yield
*TEY assumes NJ State 10.75%
**TEY assumes Federal 37%, NJ State 10.75%
Click on the bond ladder links above for full offering details.
Contact us to learn more.
Rates are as of June 12, 2023. Any fixed income security sold or redeemed prior to maturity may be subject to loss.
Legend: AMT: Alternative Minimum Tax, Attr: Attributes, BPS: Basis Points, BQ: Bank Qualified, C: Callable, CB: Corporate Bond, CD: Certificate of Deposit, Chng: Change, Corp: Corporate Bond, CV: Convertible, EC: Extraordinary Call, E.PX: End Price, Est: Estimated, ETM: Escrowed to Maturity, GB: Green Bond, Insr: Insurance, Int.: Interest, MI: Material Information, MN: Material News, Mtrl Info: Material Information, MUNI: Municipal Bond, NC: Non-Callable, OID: Original Issue Discount, Prem Call: Premium Call, PreRe: Pre-refunded, Pt: Putable, R: Refunded, Rev: Revenue, RF: Forward Refunded, Settle: Settlement Date, SF/Sinker: Sinking Fund, S.Px: Start Price, STEP: Stepped Coupon, Structure: Structured Security, Survivor Opt (SO): Survivor Option, Taxable: Federally Taxable, TBCO: Tobacco, Trea: Treasury Bond, Under: Underlying Credit Ratings, UST/TREAS: U.S. Treasury, X-O Refunded Cross-over Refunded, Yrs: Years, YTW: Yield to Worst, YTM: Yield to Maturity, *: Powered by Bing
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