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Bond Calls

Did you know that “bond calls” may be found on any type of bond? A bond with no call attached to it is said to be “non-callable.” With a non-callable bond, the Yield-to-Maturity is the yield you will earn if you hold the bond until its maturity date.

A bond call gives the issuer the right to call your bond from you on a set date, at a set price, sometime before maturity. Once the calendar has arrived at the first call date, the bond is callable on that date and on any date thereafter, until maturity, at the issuer’s discretion. Because of this, you have to want to own a bond at its lowest possible yield, whether that’s yield-to-maturity or yield-to-call, before making the decision to buy it.

Click for Bond Calls PDF

If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com

 

04/27/2018 Today’s Rates (Indications only)

Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.

Treasuries AAA Munis
3mo 1.815 N/A
6mo 2.009 N/A
1yr 2.237 1.74
2yr 2.482 1.87
5yr 2.809 2.19
10yr 2.970 2.53
30yr 3.145 3.14

 

today's rates chart

AAA Rated Munis

Pre-Res Ins’d Pure*
2 yr 1.91 2.05 1.87
5 yr 2.23 2.49 2.19
10 yr N/A 2.89 2.53
15 yr N/A 3.20 2.82
30 yr N/A 3.50 3.14

*Rated AAA on its own
Source: Bloomberg

Bond Calls

Did you know that “bond calls” may be found on any type of bond? A bond with no call attached to it is said to be “non-callable.” With a non-callable bond, the Yield-to-Maturity is the yield you will earn if you hold the bond until its maturity date.

A bond call gives the issuer the right to call your bond from you on a set date, at a set price, sometime before maturity. Once the calendar has arrived at the first call date, the bond is callable on that date and on any date thereafter, until maturity, at the issuer’s discretion. Because of this, you have to want to own a bond at its lowest possible yield, whether that’s yield-to-maturity or yield-to-call, before making the decision to buy it.

Click for Bond Calls PDF

If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com

 

04/27/2018 Today’s Rates (Indications only)

Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.

Treasuries AAA Munis
3mo 1.815 N/A
6mo 2.009 N/A
1yr 2.237 1.74
2yr 2.482 1.87
5yr 2.809 2.19
10yr 2.970 2.53
30yr 3.145 3.14

 

today's rates chart

AAA Rated Munis

Pre-Res Ins’d Pure*
2 yr 1.91 2.05 1.87
5 yr 2.23 2.49 2.19
10 yr N/A 2.89 2.53
15 yr N/A 3.20 2.82
30 yr N/A 3.50 3.14

*Rated AAA on its own
Source: Bloomberg

Investing involves risk, including possible loss of principal. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Adversely, as interest rates fall, bond prices will rise.

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