My Financial Goal(s): Pay for healthcare expenses
Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.
Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.
Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.
A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.
A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.
A short-term fixed-income high yield money market strategy designed to preserve capital and provide current income by investing in high-yield money market securities and maintaining a stable NAV.
A short-duration, single-state municipal bond strategy focused on preserving capital while providing tax-free income for residents of the issuing state.
A short-duration municipal bond strategy focused on preserving capital and generating federally tax-exempt income, with broad diversification across states and sectors.