Sentences with phrase «in municipal bond portfolios»

They do not use leverage or invest in derivatives which can potentially increase volatility in municipal bond portfolios

Not exact matches

So, again, I think it's a good opportunity to do an apples - to - apples comparison of what does it look like, where are you at in the tax bracket, where do you fall in the new marginal tax bracket, and then do an apples - to - apples comparison to see do municipal bonds provide a greater after - tax value for you or does being in a taxable bond portfolio provide that greater value?

Whichever way you swing, it's becoming more compelling to have some of your portfolio in tax - free municipal bonds, which in the past have provided a certain level of stability in times of uncertainty.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

Using this approach, at least 50 % of a stock portfolio would be invested in the stocks of larger firms, and at least 50 % of a bond portfolio would be invested in high - quality bonds (government bonds, high - quality corporates and municipals).

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

He liquidated his equity portfolios with outside managers and invested the proceeds in municipal bonds to minimize the volatility.

They were just putting money away for retirement in municipal bond funds to diversify their portfolios.

Investment - grade fixed - income and municipal bonds are doing what they should in this environment — protecting your capital and anchoring your portfolio in stability.

There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high - quality municipal bonds.

Thew book takes you through what you would do in order to preserve purchasing power in a bond portfolio through a crisis where there are significant municipal defaults amid inflation.

There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

Municipal bonds can play an important role in an investor's portfolio, offering a higher tax - equivalent yield than many taxable fixed income alternatives, and the potential for portfolio diversification to stocks and other types of bonds.

Like many other investors who have crossed over to the tax - exempt side of the market, now may be a good time to think about whether municipal bonds deserve greater representation in your investment portfolio.

Fixed - unit investment trust: A trust that buys a fixed portfolio of securities (usually municipal bonds) and sells that portfolio to investors in units.

Some mutual funds, including money market funds that invest in municipal bonds and stock or bond funds with limited portfolio turnover, may limit your taxable income.

Experts agree that municipal bonds play an important role in a diversified portfolio.

Another note about your bond portfolio - for municipal bonds you want to invest in one that is tax - free in your state.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

In other words, you can take out a margin loan against your portfolio's value and deduct the interest if you buy stocks — but you can't deduct the interest if you use the money to buy municipal bonds or a new car.

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Tim leads the Municipal Bond Strategy Group and is responsible for the development of municipal bond strategies that are utilized in Municipal Bond and Crossover poMunicipal Bond Strategy Group and is responsible for the development of municipal bond strategies that are utilized in Municipal Bond and Crossover portfolBond Strategy Group and is responsible for the development of municipal bond strategies that are utilized in Municipal Bond and Crossover pomunicipal bond strategies that are utilized in Municipal Bond and Crossover portfolbond strategies that are utilized in Municipal Bond and Crossover poMunicipal Bond and Crossover portfolBond and Crossover portfolios.

Joseph F. Marvan, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Bond ETF.

posted at My Dollar Plan, saying, «Food for thought on whether municipal bonds in your portfolio need a second look.»

These doubts caused the State of New York to threaten to break up some or all of these insurers, separating the low risk municipal bond insurance portfolios from other commitments in order to protect market access for thousands of state and local borrowers.

Prior to Schroders, Susan was a Vice President and Portfolio Manager of U.S. Fixed Income at Deutsche Asset Management, formerly Morgan Grenfell & Co, specializing in Municipal bonds.

Jim joined M.D. Sass in 1990 to manage its clients» municipal bond portfolios.

In fact, municipal bonds can be an important component of a strategically balanced portfolio at every stage of an investor's life.

For investments outside of your retirement portfolio you can use strategies like investing in tax free municipal bonds and holding on to investments for longer than a year to lower capital gain taxes.

Our Laddered Investing Interest Rate Scenario Tool helps you create sample laddered municipal and corporate bond portfolios and explore how they would perform in different rising rate environments.

A 25 year old with a low marginal tax rate and little wealth should probably not have his entire investment portfolio invested in municipal bonds, even if it reduces his taxes.

Indeed, in some portfolios, e.g., high - grade municipal bonds held by individuals, almost no attention is paid to market prices.

In our view, rate - hedged municipal bonds are still attractive in a balanced portfolio for carry (after - tax) as are securitized assets, which are largely impervious to rate and beta volatilitIn our view, rate - hedged municipal bonds are still attractive in a balanced portfolio for carry (after - tax) as are securitized assets, which are largely impervious to rate and beta volatilitin a balanced portfolio for carry (after - tax) as are securitized assets, which are largely impervious to rate and beta volatility.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

Previously at Putnam, Mr. Drury spent a decade as Head of Trading, Municipal Bonds, where he worked closely with Putnam's portfolio managers to execute trades in various sectors of the municipaMunicipal Bonds, where he worked closely with Putnam's portfolio managers to execute trades in various sectors of the municipalmunicipal market.

Municipal bond investments have their place, but a high concentration of these issues in portfolios could reduce the ability of the assets to outpace inflation over the long haul.

Our laddered portfolios seek to diversify sector and issuer exposure and are constructed using high quality municipal bonds whose maturities are staggered from one to six, 12 or 18 years — ranges chosen specifically in an effort to add value.

Filed Under: Investing, Personal Finance Tagged With: asset management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth Management

Lord Abbett's new Muni - Ladder Interest Rate Scenario Tool enables you to create sample laddered municipal bond portfolios and see how they would perform in different rising - interest - rate environments.

Investing in municipal bonds can have a long - term impact on your income stream and your portfolio.

With the ability to draw on the bond, equity, and macroeconomic experts at Wellington Management, the portfolio managers seek to exploit inefficiencies across more than a million bonds in the municipal bond markets and build a portfolio that is diversified by geography, sector, and credit quality.

Cormac Cullen will join Mark Sommer and Kevin Ramundo as a portfolio manager on the municipal bond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income Divisbond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income DivisBond Trading in Fidelity's Fixed Income Division.

The portfolio might invest in a particular type of bond (government, municipal, mortgage or high - yield) or a particular maturity range (short - term: three years or less; intermediate term: three to 10 years; or long - term: usually 10 years or longer).

«All of a sudden you don't have a long bond in your portfolio, you have a 10 - year security,» said Robert Amodeo, head of municipals in New York for Western Asset Management Co., which holds $ 25 billion of the securities.