Sentences with phrase «muni bond funds»

Muni Short Bond Funds High Yield Muni Bond Funds Muni National Interm Bond Muni National Long Bond Best Bank Loan Funds Inflation - Protected Bond Multisector Bond Funds High Yield Bond Funds

For example, I invest in California muni bonds fund which gives me ~ 3 - 4 % annual dividend income - completely tax free.

There's a clear uptrend in the amount of money that's flowing into muni bond funds on a weekly basis, fueled by not just the appetite for tax - free income but also a need to preserve capital.

The plan is to invest, long and short, in muni bond funds and ETFs.

With the advent of securitization and financial innovations, investors can now invest in muni bonds and other high yield investments through the following means: Muni Bond Funds High Yield Bond ETFs High Yield ETFs (various asset classes) MLPs (Master Limited Partnerships) REITs Return from Municipal Bonds to All High Yield Passive Income

National munis via iShares S&P National Muni Bond Fund (MUB), reverse carry trade currencies like CurrencyShares Japanese Yen Trust (FXY) as well as precious metals like SPDR Gold Trust (GLD) combine to provide a measure of protection.

«The new tax plan is making any perceived value of buying muni bond funds — especially for those living in relatively high - tax states — essentially a dead deal,» he says.

I buy a combination of specific municipal bonds in California because that's where I reside in where I can not pay state income taxes on the dividends, I also have a California municipal Bond fund, and a nationwide muni bond fund.

What I find most interesting is that, although investors are increasingly moving capital from actively - managed equity funds to ETFs, they still prefer actively - managed muni bond funds.

We had one financial advisor recommended a wealth account and a conservative muni bond fund.

For my mom in her retirement years her tax exempt muni bond funds provide an income stream of 3 % that is tax free.

Less spending means less crowding out of the private sector through muni bond fund raising.

The Tax - Advantaged Income Fund pursues one strategy: it invests in closed - end muni bond funds.

3) The loss of confidence in financial guarantors has not changed the operations of many muni bond funds much.

With the lows, there was some weird stuff, but 7 companies had rights and warrants, hitting new lows, and one new muni bond fund, NKGD, which was just noise.

We clearly need to do some refinement of the data to see whether a few categories are highly resilient (for example, single - state muni bond funds might never change their star ratings) and, thus, skewing the results.

That, in turn, has hit some large muni bond funds.

Muni bond funds invest in debt issued by cities and other municipalities.

The other major chunk of our dividend income was from our CA muni bond fund.

Two years ago, I bought 200 shares of Dreyfus Municipal Income, Inc. (DMF) which had a yield of 7.5 % at the time, which was an unusually good yield for a leveraged muni bond fund.

My favorite tax free muni bond fund is Vanguard Intermediate Term Tax Exempt.

While muni bond funds and ETFs have rallied from their recent lows, with markets breathing a sigh of relief, it may be worthwhile at least picking up a steady performer that still carries an impressive yield and has not failed to impress.

That said, muni bond funds held their own with stellar returns not just for the 10 years, but also for 2017.

I thought that I should buy an intermediate muni bond fund, but this isn't ideal because I want to be to interest rate risk now and not in 5 years.

My husband and I this month decided to invest extra cash to a tax - advantaged muni bond fund at Vanguard.

We've just completed our analysis of the responsibilities, compensation and fund investments made by the independent trustees in 100 randomly - selected funds (excluding only muni bond funds).

Are muni bond funds something you're avoiding going into 2011, or do their significant tax benefits still outweigh the possible downside of one or more states defaulting?

Take a look at a popular muni bond fund run by PIMCO (PMF), which I used to own.

I've been lucky to see it myself... my approach is buy Cali Muni bond funds that give tax free return and offers liquidity... then go balls to the wall on deal finding

For the 48th straight week as of August 31, muni bond funds, excluding ETFs, attracted net new money — a spectacular run, according to Investment Company Institute (ICI) data.

As you can see, the muni bond fund added a regulating effect, allowing the couple to sleep better at night during this time.

Karen and George's story is simply one allocation strategy to having a well - diversified portfolio: allocate 50 percent to equities like the S&P 500 stocks and 50 percent to a muni bond fund like NEARX.

Muni bond funds have seen 24 consecutive weeks of net inflows, according to financial services firm Baird, with $ 901.5 million moving into them in the week ended March 23.

If it's a short term investment how can it be in tax - shelter accounts other than say an ibond or a muni bond fund?

Muni bond funds have seen inflows of more than $ 30 billion this year alone, with the week ended June 22 seeing the highest inflows in over three years at $ 1.4 billion.

But if you want to envy your friend in the U.S. with the purported 4 % return on a muni bond fund, check with him / her once interest rates start ticking back up.

Muni bond funds are not guaranteed by the FDIC, and your principle is not guaranteed.

Second, it is misleading to suggest you can get a better return on your money in the U.S. Right now, as awful as the yields are on savings and GIC in Canada, they're even worse in the U.S. To point to a muni bond fund as a comparison is to compare apples with oranges.

Almost all the money is spent in dividend producing vehicles: muni bond funds and dividend stock funds.

It was only in comparing to muni bond funds that I discussed looking at after - tax yields, so it's not a matter of taxable vs. tax - advantaged accounts, but of the additional alternative of tax - exempt bonds in taxable accounts.

Right now my secure investment bucket is giving me a mixed 5.20 % return (includes CDs, muni bond fund, GNMA fund, US ibonds, corp bond ETF, and Lending Club)

The Muni Bond fund MUB is tax - free for federal taxes.