Fixed Income Review

One of the top topics on the minds of investors today is the fixed income market.  Rising interest rates have been placing downward pressure on bond prices which may cause some investors to question whether they should sell their bond portfolios and buy CDs or short-dated treasury bonds.  Head of Wealth Advisory, Thomas K.R. Wilson, CFA, along with the Head of Orion’s Fixed Income, Josh Flade, CFA, tackle this issue the attached 7-minute video discussion.

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

The views expressed herein are exclusively those of Brinker Capital Investments, and are not meant as investment advice and are subject to change. No part of this report may be reproduced in any manner without the express written permission of Brinker Capital Investments. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed here and should understand that statements regarding future prospects may not be realized. You should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Investing in any security involves certain systematic risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any unsystematic risks associated with particular investment styles or strategies.

Fixed Income is an investment style designed to return income on a periodic basis. Generally, fixed income strategies invest in bonds, real estate, loans, and other types of debt instruments. Diversifiable risks associated with fixed income investing include, but are not limited to, opportunity risk, credit risk, reinvestment risk, and call risk.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit

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