How To Buy Bonds and CDs on Fidelity

#forwardthinkingincome
TIME STAMPS
0:00 INTRO
0:12 FIND BONDS & CDs
0:34 TAXES
2:51 WHY WE MAY BUY BONDS OR CDs
4:30 TOOL TAX YIELD CALCULATOR
6:33 SEARCHING ALL OFFERINGS
14:43 BUY BOND SCREEN
18:25 U.S. TREASURY
21:05 MUNICIPAL BOND
22:18 CD CERTIFICATE OF DEPOSIT

Fixed Income Bonds & CDs

The yield to maturity (YTM) is an estimated rate of return. It assumes that the bond buyer will hold it until its maturity date and reinvest each interest payment at the same interest rate. Thus, yield to maturity includes the coupon rate within its calculation.
I show where to find both and why if in a taxable account with U.S. treasuries or municipal bonds I need to focus on coupon rate more than just yield to maturity.

Yield to Maturity vs. Coupon Rate
https://www.investopedia.com/ask/answ...

What Is Effective Yield?
https://www.investopedia.com/terms/e/...

Sinking Fund
https://www.investopedia.com/terms/s/...

Call Protection
https://www.investopedia.com/terms/c/...

Accrued Interest Example - Bonds
https://www.investopedia.com/terms/a/....

We do not use the auto roll service.
Fidelity Auto Roll Service
This service allows you to purchase eligible U.S. Treasury securities and CDs and arrange for the proceeds of the principal to be used to automatically purchase a new position that meets your criteria once your first position has reached maturity. The service is also available for certain eligible CD ladder strategies.
https://www.fidelity.com/fixed-income...

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