Invest for Tax-Advantaged Income
With few investors now subject to the alternative minimum tax (AMT), higher-yielding AMT-subjected muni bonds are a compelling yet overlooked income source.
States are well-equipped to handle a recession, which bodes well for their muni bonds.
For municipal bond investors, the worst may be over. Here’s what may lie ahead.
Should muni investors worry about rising rates or welcome them? It depends on how flexible you are.
Today’s complex, fragmented municipal bond market requires managers to ramp up their technology—developing new and innovative ways to build and manage portfolios. To understand whether your muni manager has the right technology, we think it makes sense to ask a few pointed questions.
Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you.
Inflation concerns have many muni bond investors bracing for impact on returns. Inflation-protection strategies can help, but the key is to be thoughtful.
Should municipal bond investors be thinking about inflation protection? Without a doubt. But some inflation strategies are better than others. Choosing the right one could make all the difference.
As COVID-19 vaccines roll out and resrictions lift, a US economic rebound could lead to tighter Federal Reserve policy and higher yields. Municipal bond investors may worry about how rising yields could hurt their portfolios.