Sentences with phrase «municipal bond portion»

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.

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.

Not exact matches

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.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

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.

The portion of municipal bond interest that's generated from private activity bonds is reported in Box 9.

High net worth investors may only have a small portion of their funds invested in a core bond fund and opt for more tax efficient options like municipal bond funds instead.

The fund holds a small portion of its assets in Puerto Rico municipal bonds that have been impacted by recent adverse economic and market changes, which may cause the fund's share price to decline.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

I like to have a portion of my dividends come from municipal bond funds.

While the market may have already adjusted for this, with the S&P Municipal Bond Puerto Rico Index tracking over $ 73billion of bonds by par value, it is after all a significant portion of the bond marBond Puerto Rico Index tracking over $ 73billion of bonds by par value, it is after all a significant portion of the bond marbond market.