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Path to Stability

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If rates hike, are you on the right path?

Bond funds are popular due to their upside potential and liquidity. And, although their value can rise if interest rates fall, many don't realize that an opposite effect can happen as well. If interest rates rise, bond funds can lose value.

 

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Did you know that bond funds can lose value in a rising interest rate environment.  How could this affect your retirement savings goals?
 
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​MORE RESOURCES TO HELP YOU MAKE A DECISION

 

US News & World Report: Will rising rates upend your bond fund?

 

Not a bank or credit union deposit or obligation

Not insured by any federal government agency

Not FDIC or NCUA/NCUSIF insured

Not guaranteed by any bank or credit union

May lose value

Symetra Life Insurance Company and First Symetra National Life Insurance Company of New York (collectively, "Symetra") are subsidiaries of Symetra Financial Corporation. Both subsidiaries are separately responsible for their own financial obligations.
 
Annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Products are not available in all U.S. states or any U.S. territory.
 
In New York, annuities are issued by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address is P.O. Box 34690, Seattle, WA 98124.
 
This material is not intended to provide investment, tax or legal advice.

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LEARN BOND FUND BASICS AND MORE FROM THE FINRA WEBSITE
  

VALUE OF AN ADVISOR

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