Sentences with phrase «municipal bonds held»

Indeed, in some portfolios, e.g., high - grade municipal bonds held by individuals, almost no attention is paid to market prices.

The comparison makes no allowance for the potential impact of reduced long - term capital gains and qualified dividend tax rates, nor of the potential tax exemption for some municipal bonds held in taxable accounts.

Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

Bloomberg announced today that RBC Capital Markets has added Bloomberg's evaluated pricing service (BVAL) to its list of vendors that will independently verify prices on its municipal bond holdings.

The federal government doesn't tax interest accrued through municipal bond holdings.

Not exact matches

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

Municipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in thoMunicipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in thoMunicipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in thomunicipal bonds and then sell share to the public that represent an interest in those bonds.

But there are 2 factors to consider in the muni market: First, banks and insurance companies held 28 % of the municipal bonds on the market as of the second quarter of 2017.

Pam Martens and Russ Martens, writing in Wall Street on Parade, note that the U.S. municipal bond market holds $ 3.8 trillion in debt, and it is not just owned by Wall Street banks.

Mom and pop retail investors are exposed to billions of dollars of potential losses through their holdings of Puerto Rican municipal bonds, either directly or in mutual funds.

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.

Blackrock Muni Holdings Quality (MUS) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in investment grade municipal bonds.

Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes.

The Fidelity Defined Maturity Funds hold from 40 to 70 Investment Grade municipal bonds so as to minimize default risk.

If you are holding corporate bonds, you may want to diversify those positions by adding treasury securities and municipal bonds.

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There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

There are three distinct average maturity ranges for municipal bond funds, which is a measure of how long the bonds the fund holds have until maturity.

I still hold some municipal bonds for CT, but given my income is zero since I FIRED I don't have as much reason to buy them as you.

Howard Cure, the director of municipal research for Evercore Wealth Management, which holds both Thruway and Bridge Authority bonds, said he believed a merger was possible, and would be easiest if the Thruway simply bought out its smaller, better - rated, partner.

Interest on municipal bonds is not taxed by the federal government, so it's a waste to hold them in tax - advantaged account.

Sectors within the municipal bond market are each unique and have their own set of risks and that holds true for defaulted bonds.

There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

Investors holding bond investments in taxable accounts often turn to municipal bonds because of their tax advantage.

The following outlines the main tenets of municipal bonds and offers considerations for investors as they investigate whether holding these bonds could be appropriate for their financial goals.

Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes.

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.

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.

While revenue bonds have held their own, year to date the S&P Municipal Bond Puerto Rico General Obligation Index has returned a negative 1.53 %.

Puerto Rico is an important segment of the municipal bond market as many of these federal and state tax - free bonds are held in State based mutual funds.

In both instances, people likely to be in high tax brackets after retirement may prefer to hold a high proportion of municipal bonds, which are generally exempt from federal tax and sometimes from state and local taxes as well.

Data as of June 26, 2015: The investment grade municipal bond market has managed to hold steady with a modest negative return of -0.37 % through June 26th 2015.

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.

The performance of these ladder portfolios can be compared to the S&P Short - Term National AMT - Free Municipal Bond Index, which holds bonds from 0 - 5 years to maturity and rebalances monthly.

When this happens, they might benefit from holding municipal bonds rather than taxable bonds.)

That's because, unlike Treasuries, which have big overseas investors, municipal bonds are 70 % owned by individual investors like you and me who hold them until maturity.

About 30 % of all outstanding municipal bonds are held by individuals.

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.

In seeking attractive income, the fund will focus on non-rated bonds, lower investment - grade bonds and below investment - grade or «high yield» municipal bonds, while offering daily liquidity and full transparency of holdings.

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).

With over $ 300billion of municipal bonds and over $ 400billion of corporate and foreign bonds held by these companies shows the pool of assets these companies could tap to offset liabilities is significant.

The index has seen a year to date return of negative 7.66 % helping to hold back the returns of the municipal high yield bond market.

The long end of the yield curve for U.S. corporate and municipal bonds could be held range bound over the next several months as there are various forces at play.

You can fend off taxes by holding your bonds in a retirement account or buying municipal bonds.

Tax - equivalent yield (TEY) is the yield that a taxable bond must hold to equal or exceed the tax - adjusted yield of a municipal bond.

Holding corporate and municipal bonds could bring the same basic return as stocks with much less risk and possibly even outperform.

Fixed - income: Regardless of country or supra - national market, the fixed - income fund should have holdings throughout the entire length of the yield curve (most available maturities), as well as being a mix of government, municipal (general obligation), corporate and high - yield bonds.

The Company's investment portfolio holdings are primarily U.S. dollar - denominated fixed - income securities including municipal bonds, U.S. Government bonds, mortgage - backed securities, collateralized mortgage obligations, corporate bonds and asset - backed securities.

We own only municipal bonds (purchased in 10/2008, average yield 4.84 %, tax and AMT free, in our taxable accounts), a municipal bond fund (YTD return = 24.12 %), FDIC insured CDs (purchased in 10/2008, yielding as much as 5.5 %, in our IRAs), and a fund holding mortgage securities backed by the US government, also in IRAs (YTD return = 19.36 %).

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.