Sentences with phrase «municipal bond portfolio»

Alternatively, you can invest the same amount into a diversified municipal bond portfolio and pay no taxes and receive tax - free income until the bonds are called or mature.

The development of a high grade municipal bond portfolio is an attractive strategy for many of our clients.

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activities.

Instead, I focused on building a California municipal bond portfolio for low risk and high certainty.

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activities.

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 prefer dividend stocks over dividend ETF's (to avoid the management fee / expense ratio) but, since I live in New York, the PowerShares New York AMT - Free Municipal Bond Portfolio ETF (PZT) has a place in my dividend portfolio.

David Hammer, head of municipal bond portfolio management, discusses how a robust U.S. housing market may create opportunities for investors.

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.

Cumberland Advisors manages about a $ 1/2 billion of tax - free, total return, municipal bond portfolios for individual clients who reside in more than 30 states.

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

This environment makes credit research and a focus on quality extremely important when structuring a municipal bond portfolio.

The worst performer was the Municipal Bond portfolio, returning a modest 2.2 % (again, before fees).

Instead, I'm paying down debt and building a municipal bond portfolio to pay for my living now that interest rates have increased post election.

But after a double Trump victory, interest rates of rocketed higher and I am finally building up municipal bond portfolio to earn double taxation free income.

Build Your Bond Portfolio -: To build a municipal bond portfolio, you need to invest more money into buying more municipal bonds with different expiration dates, and reinvesting your interest into buying more bonds.

Oh, and that USA friend of mine — she has a municipal bond portfolio where she a) is earning over 4 % on average, and b) pays NO TAXES on the interest income whatsoever (munis are exempt).

So watch over your municipal bond portfolio, and avoid areas of the US where finances are badly managed.

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

Susan joined Schroders in 2003 as a Municipal Bond Portfolio Manager and was appointed Co-Head of US Tax - Exempt Fixed Income in 2008.

At various times during his career at Progressive he has administered Progressive's corporate bond, CMBS, residential mortgage, preferred stock and municipal bond portfolios.