The personalized service of an independent firm and resources of a large firm enable us to forge enduring relationships with generations of clients. Our firm has been a presence on Wall Street for nearly a century. We are distinguished by our high level of service, forward-thinking approach and commitment to integrity, transparency and respect.
We utilize time-tested processes and leading-edge technology to help our clients reach their goals. It starts with a conversation. We listen, then develop a solution tailored specifically to you, your business and your family. We consider your short-term objectives and your long-term view of the legacy you wish to leave. Wellington Shields has a long, rich history in wealth management β evolving and growing by bringing meaningful solutions to generations of individuals, their families and institutions.
On [β¦]. President Donald J. Twenty four hours later it became clear that a big change [β¦]. DJIA: 43, The problem for stocks of late β¦ bonds.
Long rates are moving higher, and they have been doing [β¦]. Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. In general the bond market is volatile, and fixed income securities carry interest rate risk.
As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities. Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Options carry a high level of risk and are not suitable for all investors. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.
