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Investment instruments that can be used to create stability within a portfolio by relying on interest rate or dividend payments through the maturity date

Debt security issued by a state, municipality or county, enabling investors to exercise control over their portfolio yield, duration and credit exposures at different points in the interest rate cycle

Typically seek both capital appreciation and income, and may serve as a complement to a portfolio’s core fixed income allocation

Corporate bonds rated below investment grade—tend to have low correlation to other fixed income sectors and less interest rate sensitivity, offering potential portfolio diversification

Provides regular income, similar to fixed income instruments, which may provide portfolios with additional stability, while also offering exposure to the potential capital appreciation of the stock

An approach to investing that drives positive environmental, social and governance (ESG) outcomes alongside financial results, aligning investment opportunities with investors’ values

Offers exposure to potential upside advancements within the medical and bio-tech industries and can serve as a diversification tool for investors

Dynamic exposure opportunity driven by an increased demand for online, interactive entertainment and the aging demographic of digital natives

Enhances portfolio diversification, acts as store of value, and hedges against systemic financial and geopolitical risk

A composition of companies with competitive and sustainable profitability projections at attractive valuations, potentially offering investors a long-term investment solution

Can serve as a strong growth strategy within an investor's portfolio, providing access to steady growth driven by the demand for innovation and efficiency