Munis

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Data reported by the Investment Company Institute.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

A FINRA panel ordered the wirehouse to pay damages to two former clients who invested in Puerto Rican municipal bonds and closed-end funds.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.

If equities languish, one adviser says be more cautious on muni fixed income.

Market valuations are generally high this year partly due to a lack of rate increases, but fourth-quarter positioning can still present opportunities.

Will the rally continue, or are the winning ways of this asset class nearing an end?

Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”

Municipal debt has become more concentrated in the hands of the wealthiest investors, which may prompt lawmakers to rethink the tax-exempt benefits.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.

Despite market volatility at least one expert expects "business as usual for munis after the dust of today's rally settles."

Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.