Sentences with phrase «in municipal bonds»

Comment: There's no rule against investing in a municipal bond fund in these situations — other than the rule of common sense.

I became involved actively in the municipal bond market in the early 1970s when I was asked by a municipal bond counsel firm to research how the securities laws apply to municipal bonds.

An investment in municipal bonds means investing at home.

Under normal circumstances, the fund will invest at least 80 % of its assets in municipal bonds.

Municipal bond funds invest in municipal bonds issued by various state and local governments.

Between them they spent billions of dollars investing in municipal bonds in one way or another since the turmoil in the credit markets began.

Investing in municipal bonds for the purpose of generating tax - exempt income may not be appropriate for investors in all tax brackets.

For instance, one bond fund may only invest in municipal bonds from one state.

But I would look into stocks that are called «closed - end funds» that invest only in municipal bonds.

There have been a number of very bad years in the municipal bond market.

I also have participated actively with national task forces and committees preparing authoritative municipal bond market disclosure and due diligence guidance for issuers, counsel, investors and others involved in municipal bond transactions.

I have worked in the municipal bond industry (trader / sales) for almost 2 decades at a major bank.

Example: You buy shares in a municipal bond fund just before it pays an exempt interest dividend of $ 1,200.

Historically, income return from municipal bonds has contributed much more to municipal bond total returns than changes in municipal bond prices.

The author also expected more participation from the retail investors in the municipal bond market following the change.

When you've finally accumulated a sizable stake in municipal bonds, you will be ready to climb to the top of the investment pyramid.

Perhaps you find a 29 % allocation in municipal bonds to be too conservative and want to be more aggressive since you're still young.

While defaults are rare in the municipal bond market (less than half of 1 percent) they do happen.

Many investors, sensing additional risk in stocks, have been able to find shelter in municipal bonds, which in the past have provided a certain level of stability in times of turmoil.

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

People who require reduced taxes on income may choose a closed end fund that uses a tax - fee income strategy, which invests mainly in municipal bonds.

Additional perspectives on this phenomenon in the municipal bond market are encouraged and welcomed.

But 2008 is in a league of its own — without any doubt, the worst year ever in the municipal bond market.

The same problem exists in the municipal bond market.

While revenue bonds have a larger foot print by par amount outstanding in the municipal bond market, general obligation bonds remain an integral component of the financing of infrastructure.

Or you might consider investing in a municipal bond mutual fund, a portfolio of bonds in which you can invest for as little as $ 500.

Some say it was just a minor move, but with all the concerns in the municipal bond market, I'm not so easily convinced.

Personally, I see a REIT or direct investment in real estate to be a much better wager than a sizeable position in a municipal bond fund.

The fund seeks to achieve its objective by investing at least 80 % of its assets in municipal bonds.

Municipal bond funds invest in municipal bonds issued by various state and local governments.

Investing in municipal bonds for the purpose of generating tax - exempt income may not be appropriate for investors in all tax brackets or for all account types.

The two primary ways of purchasing municipal bonds is through the use of a broker or by purchasing shares in a municipal bond fund.

The secondary market can be an especially rough place for retail investors in municipal bonds.

In general, the risk involved in municipal bonds is low; however, they are not completely risk - free.

My assumed return was 6.5 % (one can get nearly 7 % in municipal bond funds that I'm comfortable with, so my assumption is a fairly conservative one).

One potential exception is that in the municipal bond market, buyers often pay a premium for the most familiar issuers, meaning that higher yields may be available from smaller issuers.

Breckinridge Capital Advisors is a fixed income manager specializing in the municipal bond market.

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).

Since municipal bond funds typically represent the more conservative component of an investor's diversified portfolio, Franklin does not invest in derivatives, use leverage or make outsized sector changes, all of which can potentially increase volatility in municipal bond portfolios.

I have worked in billions of dollars of successful transactions in municipal bond offerings, workouts of defaulted and other troubled municipal bond issues conducted by others, and corporate finance transactions benefiting local governments and private corporations in approximately two dozen states.

Although the advisor intends to invest at least 65 % of the fund's net assets in municipal bonds rated investment grade or in unrated municipal bonds that fund management believes are of comparable quality, it is possible that in the future the fund could invest up to 100 % of its assets in «junk bonds.»

Discover five reasons why investing in municipal bonds after the Fed hikes interest rates, and not before, can be a great way to boost investment income.

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.