Sentences with phrase «municipal bond portfolios for»

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?

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.

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.

Municipal bonds have an outlook much like the low - grade bonds but the lack of a need for tax protection counts them out of this portfolio anyway.

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

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

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.

Bond Swap: Selling municipal bonds (usually at a loss) and using the proceeds to buy other municipal bonds, to establish a loss for tax purposes, to diversify a portfolio, to increase cash flow, or increase yield.

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

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.

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 taxFor 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 taxfor longer than a year to lower capital gain taxes.

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 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.

Understand how the addition of municipal bond mutual funds can enhance a portfolio, and learn the top - rated municipal bond funds to consider for 2016.

«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.