Sentences with phrase «municipal bond strategies»

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 portfolios.

Performance Comparison How has building a bond ladder compared to investing in a short - term municipal bond strategy?

A short - term municipal bond strategy has provided a similar risk and return experience to the ladder options, and might be appropriate if the investor does not want to manage the maintenance of a ladder, or does not need the option of withdrawing proceeds from the investment on a regular basis.

Schroders» municipal bond strategy seeks principal preservation with a high level of after - tax yield and income.

Not exact matches

In particular, this strategy can be executed successfully by using tax - free, non-alternative minimum tax (AMT) municipal bonds.

It's not the sexiest, but the «buy and hold» strategy for individual municipal bonds is by far the smartest.

strategy can be executed successfully by using tax - free, non-alternative minimum tax municipal bonds.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

Other strategies include taking distributions from retirement plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive tax - free interest income.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

Another possible strategy would be to shift some of your investments with taxable earnings into municipal bonds and municipal bond funds, whose earnings are excluded from the MAGI and the net investment income calculation.

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.

The firm takes a bit more interest rate risk than other short term municipal bond funds and a bit less credit risk a strategy which has contributed to its long term outperformance.

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

Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municiMunicipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipalmunicipal debt.

Value assessment The strategy's defining characteristic is crossover management, or the ability to allocate between taxable and tax - exempt municipal bonds.

The investment universe for this strategy considers both tax - exempt municipal bonds as well as US dollar - denominated taxable fixed income securities, including governments, corporate bonds, asset backed securities and sovereign and supranational entities and taxable municipals.

While municipal bonds are the traditional fixed income choice for most US taxpayers, our strategy will also invest in taxable bonds when we believe they are undervalued.

The strategy seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds, spanning both tax - exempt municipals and US - dollar denominated taxable bonds.

Other strategies include taking distributions from retirement plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive tax - free interest income.

Both offer tax - free growth (something no other retirement account or strategy offers except for properly structured whole life insurance and municipal bonds) and both offer some liquidity provisions so you can access your money before you reach 59 1/2.

The strategy typically invests in US dollar - denominated fixed income including governments, corporate bonds, sovereign and supranational entities, as well as municipal bonds.

However, income is generated from taxable or municipal bonds, preferred stock, convertible bonds, bank loans, MLP's, REIT's, return of capital (ROC) or even income from «covered call writing» strategies on the portfolio.

In a passive strategy, the simplest approach to municipal bond investing, the goal would be to find a bond with an attractive yield, hold it, and collect the scheduled interest payments and the principal upon maturity.

«This new tax law is less than a month old but we think it's already raising the bar for advisors to proactively re-evaluate their municipal bonds investing strategies,» he says.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

Here's a tax - saving strategy for people who hold appreciated bonds (other than municipals) in a taxable account: sell them, and buy them back.

These included: Victory INCORE Fund for Income (VFFIX), Nuveen Limited term Municipal Bond (FLTRX), First Trust Short Duration High Income Fund (FDHIX), Guggenheim Floating Rate Strategies (GIFIX), and Eaton Vance High Income Opportunities Fund (EIHIX).

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

The educational paper, «Laddering a Portfolio of Municipal Bonds,» is a detailed piece that covers the construction and benefits of this kind of strategy.

The products used for such a strategy can vary, but are usually U.S. Treasury bonds, U.S. Municipal bonds, or corporate bonds.

(NYSE: MUNI) is the ticker for Pimco Intermediate Muni Bond Strategy ETF which invests in municipal bonds, while (NYSE: CORN) represents Teucrium Corn Fund ETF that tracks the price of corn.

Christopher Harshman is a vice president of Eaton Vance Management and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

Brian Barney is a vice president of Eaton Vance Management, director of institutional portfolio strategies and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

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 taxes.

The Strategy Municipal bonds, also known as munis, are issued by states, cities, counties and other government entities below the federal level in order to raise money for public improvements like highways, bridges, schools, hospitals, sewer systems, water treatment plants and other such projects.

For additional municipal bond market insights, resources and strategies, please visit: pimco.com / munis

Active muni portfolios are often more cost - effective and carry less risk than passive strategies seeking to replicate a municipal bond index.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBBond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBbond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

Devin Cooch is a vice president of Eaton Vance Management and municipal portfolio manager and trader on Eaton Vance's tax - advantaged bond strategies team.

The strategy may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds and municipal lease participations.

While buying municipals bonds is viewed as a conservative investment strategy, it is not risk - free.

The most basic strategy for investing in municipal bonds is to purchase a bond with an attractive interest rate, or yield, and hold the bond until it matures.

The proposal sounded attractive to Mr. Cautious, who knew that the projected returns were considerably higher than what he could currently earn with 10, 15 and 20 year municipal bonds, but when Mr. Cautious discussed it with his investment advisor, he was told that the strategy sounded «risky».