Kayla Fernandez

Did you know Treasuries are generally state income tax FREE?

I was recently featured in an Investopedia article regarding bonds and income portfolios. 💸 Take a look at the article here:

Link:

Managing Interest Rate Risk in an Income-Focused Portfolio Understand how interest rate risk affects bond income and retirement portfolios—and how to manage price and reinvestment risk strategically.

California Advisor Takes a Slow, Deliberate Approach With Prospective Clients She wants to make sure investors are comfortable and committed before engaging in a long-term relationship.