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erstanding How Bonds Work as Investment Vehicles n an investment point of view, bonds are generally considered to be safer investments than stocks. They are

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erstanding How Bonds Work as Investment Vehicles n an investment point of view, bonds are generally considered to be safer investments than stocks. They are generally low risk low return astments, unlike stocks. As an investor in bonds, you would lend money to the issuer of the bonds. It is important to understand what bonds are 1 how they work as investment vehicles. ppose a friend of yours is looking to invest $5,000 such that it will provide current income and increase the diversification of his assetsi. He has tard a lot about corporate bonds but wants to learn more before purchasing them. Fill in the blanks in the following conversation to give your iend the appropriate information regarding corporate bonds. FRIEND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? You: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in interest each year, and at the end of the 10-year period, you would receive the par value of FRIEND: OK, and am I guaranteed to receive these interest payments and the par value? Yout Wel, some corporate bends are issued as debentures, which have backed by a lega! daim on some specific property. A special type of corporate bond, known as a you to convert them into a certain amount of stock. FateND: Ave there any other general features 1 should be aware of? Yout Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the isweis can't retire the bond (by paying you back and ceasing to pay inerest payments) whin vhe first 5 or 10 years of the issue date. 5 uch bonds YoU: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in interest each year, and at the end of the 10 -year period, you would recelve the par value of FRIEND: OK, and am 1 guaranteed to receive these interest payments and the par value? You: Weli, some corporate bonds are issued as debentures claim on some specific property. A special type of corpo you to convert them into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? You: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue date. 5 uch bands FRIEND: So if the interest rate were to fall and the issuer were abie to retire my bond, f would be off than if 1 were to continue holding the bond, because if I reinvest the money the issuer returns to me, 1 would recelve a interest rate. You: Exactiy. In such a case, the issuer would pay you a , but this generally would not fuliy compensate you for your 1055. FRIEND! Got it. Thanks for your help! ND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? : Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would recelve in interest each year, and at the end of the 10 -year period, you would recelve the par value of IEND: OK, and am I guaranteed to recelve these interest payments and the par value? OU: Well, some corporate bonds are issued as debentures claim on some specific property. A speclal type of cor you to convert them into a certain amount of stock. FRIEND: Are there any other general features I should be aware of? You: Corporate bonds can be issued in a wide variety of forms, As for as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first. 5 or 10 years of the issue date. 5uch bonds. FRIEND: So if the interest rate were to fail and the issuer were able to retire my bond, 1 would be off than If I were to continue holding the bond, because if t reinvest the moner the issuer returns to me, f would receive a interest rate. You: Lxactiy. In wuch a case, the issuer would pay you a but this generally would not fully compensate you for your toss. PRtENDt Got it. Thanks for your helpl Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in interest each year, and at the end of the 10 -year period, you would receive the par value of IEND: OK, and am I guaranteed to receive these Interest payments and the par value? U: Well, some corporate bonds are issued as debentures claim on some specific property. A special type of corpol you to convert them into a certain amount of stock. standing, meaning that they backed by a legal bond, co provision allowing KRIEND: Are there any other general features 1 should be aware of? You: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue date. Such bonds FRIEND: So if the interest rate were to fall and the issuer were able to retire my bond, I would be off than if I were to continue holding the bond, because if 1 reinvest the money the issuer returns to me, 1 would recelve a interest rate. Yout Exactly. In such a case, the issuer would pay you a , but this generally would not fully compensate you for your loss. FRIEND: Got it. Thaniks for your help! FRIEND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? You: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would recelve in interest each year, and at the end of the 10-year period, you would receive the par value of FRIEND: OK, and am 1 guaranteed to receive these interest payments and the par value? You: Well, some corporate bonds are issued as debentures, which have backed by a legal caim on some specific property. A speclal type of corporate bond, known as a you to comvert them into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? YoU: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue date. Such bonds FRIEND: So if the interest rate were to fall and the issuer were able to retire ryy bond, I would be holding the bond, because if 1 reinvest the money the issuer returns to me, 1 would receive a interest rate. YoU: Exactiy. In such a case, the issuer would pay you a but this generally would not fully compensate you for your loss: FRIEND: Got-it. Thanks for your belp! FRIEND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? YOU: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in interest each year, and at the end of the 10 -year period, you would receive the par value of FRIEND: OK, and am 1 guaranteed to receive these interest payments and the par value? YOU: Well, some corporate bonds are issued as debentures, which have bocked by a icgi claim on some specific property. A special type of corporate bond, known as a you to convert them into a certain amount of stock. FRIEND: Are there any other generat features i should be aware of? You: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest ithin the first 5 or 10 years of the issue date. Such bonds FR he interest rate were to fail and the issuer were able to retire my bond, 1 would be off than if 1 were to continue bond, because if 1 reinvest the money the issuer returns to me, 1 would receive a' interest rate. You: Exactly. In such a case, the issuer would pay you a , but this generally would not fully compensate you for your loss. FRIEND: Got it. Thanks for your help? FRIEND: Can you expiain to me the basics of how investing in a corporate bond wim increase 11 y YoU: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in interest each year, and at the end of the 10 -year period, you would receive the par value of FRIEND: OK, and am I guaranteed to receive these interest payments and the par value? You: Well, some corporate bonds are issued as debentures, which have claim on some specific property. A special type of corporate bond, known as a legal you to convert them into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? You: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue date. Such bonds FFIEND: So if the interest rate were to fall and the issuer were able to ret holding the bond, because if I reinvest the money the issuer returns tc off than if 1 were to continue Interest rate. rous Exactiy. In such a case, the issuer would pay you a . , but this generally would not fully compensate you for your loss. FRIEND: Got it, Thanks for your helpl Yout Any timel RIEND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? You: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would recelve in interest each year, and at the end of the 10-year period, you would receive the par value of FRIEND: OK, and am I guaranteed to recelve these interest payments and the par-value? You: Well, some corporate bonds are issued as debentures, which have backed by a fegal ciaim on some specific property. A special type of corporate bond, known as a you to convert them into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? You: Corporate bonds can be issued in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest: payments) within the first 5 or 10 years of the issue date. Such bonds FRIEND: So if the interest rate were to fall and the issuer were able to retire my bond, i would be holding the bond, because if I reinvest the money the issuer returns to me, I would recelve a YoU: Exactly. In such a case, the issuer would pay you a loss. FRIEND: Got it. Thanics for your helpl FRIEND: Can you explain to me the basics of how investing in a corporate bond will increase my current income? You: Under a standard bond agreement, if you were to purchase a 10 -year, 55,000 corporate bond with a 8% coupon, you would receive In interest each year, and at the end of the 10 -year period, you would recelve the par value of FRIEND: OK, and am I guaranteed to receive these Interest payments and the par value? You: Well, some corporate bonds are issued as debentures, which have backed by a legal daim on some specific property. A special type of corporate bond, known as a you to convert them into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? You: Corporate bonds can be iswed in a wide variety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers cant retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue date. Such bonds FRIEND: So if the interest rate were to fall and the issuer were able to retire my bond, i would bet holding the bond, because if I reinvest the money the issuer returns to me, i would receive a 1 were to continue your Exactly, In such a case, the issuer would pay you a loss: FRIEND: Got it. Thanks for your heiph YOU: Under a standard bond agreement, if you were to purchase a 10 -year, $5,000 corporate bond with a 8% coupon, you would receive in Interest each year, and at the end of the 10 -year period, you would receive the par value of FRIEND: OK, and am I guaranteed to recelve these interest payments and the par value? you: Well, some corporate bonds are issued as debentures, which have standing, meaning that they backed by a legal daim on some specific property. A special type of corporate bond, known as a bond, comes with a provision allowing you to convert them Into a certain amount of stock. FRIEND: Are there any other general features 1 should be aware of? yout Corporate bonds can be issued in a wide yariety of forms. As far as general features go, they tend to come in denominations of , and many have call provisions so that the issuers can't retire the bond (by paying you back and ceasing to pay interest payments) within the first 5 or 10 years of the issue d FRIEND: 50 if the interest fate were to fall and the issue bond, i would be - off than if I were to continue holding the bond, because if I reinvest the money the would receive a interest rate. Yous Exactiy. In wuch a case, the issuer would pay you a but this generally would not fully compensate you for your loss. FRTEND: Gok it. Thanks for your helpl

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