The Benefits of Bond Swaps

A bond swap is an investment strategy used to accomplish certain investment goals. CEO Bernard Garruppo and Portfolio Manager Tom Dalpiaz explore the benefits of bond swapping.  More specifically, they demonstrate how bond swaps are used to take advantage of changing market conditions and to realize losses for tax savings. They will highlight how bond swaps provide an excellent opportunity to evaluate your investment goals and adjust your bond holdings accordingly.

Potential Benefits of Bond Swaps:

  • Recognized gains
  • Improved quality
  • Increased yield
  • Boosted annual income
  • Consolidated small positions
  • Shortened or extended maturities
  • Enhanced liquidity and diversification