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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.
October 21 -
If equities languish, one adviser says be more cautious on muni fixed income.
September 30Wealth Logic -
Market valuations are generally high this year partly due to a lack of rate increases, but fourth-quarter positioning can still present opportunities.
September 27 -
Will the rally continue, or are the winning ways of this asset class nearing an end?
September 9 -
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.”
August 8 -
Municipal debt has become more concentrated in the hands of the wealthiest investors, which may prompt lawmakers to rethink the tax-exempt benefits.
July 15 -
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.
June 30 -
Despite market volatility at least one expert expects "business as usual for munis after the dust of today's rally settles."
June 24 -
Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.
May 24