Sentences with phrase «municipal bonds with»

The municipal rating recalibrations are a way to align municipal bonds with debt from other sectors.

If you're risk averse and you're looking towards retirement, then it's highly recommended that you discuss zero - coupon municipal bonds with your financial advisor.

The investment team will purchase investment - grade1 municipal bonds with a long - term credit rating of BBB − or higher at time of purchase and will ensure that the overall account maintains an average credit rating of A −.

In the past, municipal bonds with maturities of 10 years or longer typically yielded anywhere between 80 % and 90 % of Treasuries.

9 The Bloomberg Barclays Municipal Bond Index is an unmanaged index of municipal bonds with maturities greater than two years.

Municipal bonds are measured by the Bloomberg Barclays US Municipal Bond Index, an unmanaged index of municipal bonds with maturities greater than two years.

Provides investors with exposure to an actively managed portfolio of municipal bonds with a goal to produce high after - tax 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.

For example, assume you own a $ 50,000, 20 - year, triple - A-rated municipal bond with a 5.00 % coupon that you purchased five years ago at par.

Once taxes are considered, a municipal bond with a lower interest rate could pay just as much or more interest than a taxable bond because of your marginal tax rate.

Not exact matches

With revenues from the band's winery, golf course, luxury hotel and other ventures as collateral, it can now issue bonds just like municipal, provincial or federal governments — a first in Canada for a native band.

Marianela Collado, CPA and CFP with Tobias Financial Advisors, warned retirees against creating more state taxable income by keeping municipal bonds from a former resident state that would become taxable in the new resident state.

Bonds due in 2018 and won by BofA were «aggressively» priced with a 1.64 percent yield that narrowed Illinois» spread over Municipal Market Data's benchmark triple - A yield curve to 70 basis points from 100 basis points ahead of the sale, Greg Saulnier, a MMD analyst, said.

, rental real estate (we have 5 rentals), max 401k's with employer match (my wife), peer to peer lending, municipal bonds, and for goodness sakes, contribute at least half of all raises and bonuses to your own retirement.

Buffett lamented in 2010 that he didn't buy more corporate and municipal bonds during the credit crisis when yields made the securities «ridiculously cheap» compared with U.S. Treasuries.

Second, the tax bill may do away with 2 specific types of municipal bond issues: tax - exempt advance refundings, which are tax - exempt bonds issued to refinance existing municipal debt, and private activity bonds, which are issued by non-government borrowers such as hospitals, airports, and private universities.

Also, any tax bill that does away with or caps state and local tax deductions could further incentivize individuals living in high - tax states that offer preferential treatment to in - state municipal bonds to seek shelter in the bonds of their home states.

With Cyprus, or municipal finances or even the bond market, it's possible to count the amount of money involved and gauge the scale of possible losses.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

Collins has adopted a more defensive position in the last 18 months, reducing duration and credit risk by scaling back overweight positions in high - yield and municipal bonds, but he's sticking with allocations to intermediate term funds.

Each day these dealers, on average, trade about $ 700 billion of bonds (including Treasury, government agency, corporate, and municipal bonds) with clients, and billions more in trades among themselves.

Our Municipal Bond Closed - End Fund Portfolio has also continued to be a top performer with a year - to - date return of 11 %.

Along with the rest of the bond market, our close - end municipal bond funds have taken a bit of beating.

In addition, you may be subject to tax on amounts recognized in connection with the sale of municipal bonds, including capital gains and «market discount» taxed at ordinary income rates.

The Wall Street Journal had a story on the front page of the «B» section Wednesday morning about banks getting some relief with regard to counting municipal bonds among their «liquid assets.»

But with the 50 - percent allocation in a short - term municipal bond fund, such as the Near - Term Tax Free Fund (NEARX), they were around 6 percent short of the full returns from the S&P exposure, coming in at $ 173,925.

You may also be subject to tax on amounts recognized in connection with the sale of municipal bonds, including capital gains and «market discount» taxed at ordinary income rates.

For example, bonds with favorable tax treatment such as municipal bonds can actually trade at a yield which is below US Treasuries.

Ladders should be built only with high - quality bonds but — in municipals, especially — you never know when a snake is hidden in the underbrush.

Municipal bonds are similar to T - Bonds in that they are issued by a government agency and come with a term, a maturity, and a fluctuating interest bonds are similar to T - Bonds in that they are issued by a government agency and come with a term, a maturity, and a fluctuating interest Bonds in that they are issued by a government agency and come with a term, a maturity, and a fluctuating interest rate.

Twenty new green labeled bond offerings were announced, including 11 U.S. municipal offerings with maturity structure (215 unique instruments).

He liquidated his equity portfolios with outside managers and invested the proceeds in municipal bonds to minimize the volatility.

Consider the Bond Rating -: Each municipal bond comes with different interest rate; but what they all have in common is that the interest rate is fixed, so you should choose with high interest rBond Rating -: Each municipal bond comes with different interest rate; but what they all have in common is that the interest rate is fixed, so you should choose with high interest rbond comes with different interest rate; but what they all have in common is that the interest rate is fixed, so you should choose with high interest rate.

LB: With the default rate on municipal bonds being so low, is the benefit of diversification worth 100 BPS (1.0 %) in fees?

If your goal is to seek an overall tax advantage: Consider an investment - grade municipal bond fund with income that is usually exempt from federal income tax.4

Check the Municipal Bond's Credit Rating through Rating Agencies -: There are some credit rating Agencies whose main duty is to analysis different municipal bonds and rate them according to municipals that has the ability to pay bond rates and principal in tune with the aMunicipal Bond's Credit Rating through Rating Agencies -: There are some credit rating Agencies whose main duty is to analysis different municipal bonds and rate them according to municipals that has the ability to pay bond rates and principal in tune with the agreemBond's Credit Rating through Rating Agencies -: There are some credit rating Agencies whose main duty is to analysis different municipal bonds and rate them according to municipals that has the ability to pay bond rates and principal in tune with the amunicipal bonds and rate them according to municipals that has the ability to pay bond rates and principal in tune with the agreembond rates and principal in tune with the agreement.

Buy Only Bonds With Insurance: Most municipal bond come with an insurance coverWith Insurance: Most municipal bond come with an insurance coverwith an insurance coverage.

Municipal Bonds provide investors with a great combination of high yields and tax - free income.

With the current uncertainty over long - term tax rates as well, investors are keen on owning municipal bonds that will provide a tax - shelter for those higher tiers as well.

States and municipalities (cities or towns with a local government) issue municipal bonds, adorably nicknamed «munis.»

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.

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Three others could also boost income: counting municipal bonds as liquid, or easy - to - sell, assets; requiring less debt that won't have to be paid back if a bank fails; and making it easier to comply with post-crisis rules.»

But even with these changes, the following five reasons explain why municipal bonds may still make sense for many investors, not just the rich:

Those considering an investment in a municipal bond fund should start with figuring out their taxable equivalent yield.

Although the deal was priced off the municipal bond desk in the Public Finance division, sales teams in corporate investment grade, wealth management capital markets and the firm's Investing with Impact Financial Advisor group were all used to build the order book.

Bondholders and bond insurers argued that Stockton's refusal to demand pension concessions shows that it failed to negotiate in «good faith» with creditors, a prerequisite for municipal bankruptcy.

Investors who are more aggressive or saving for longer time periods, like when looking to purchase a house, can invest their cash reserve in a mutual fund with tax exempt municipal bonds, said Drew.

Even in a world where short - term interest rates will continue to rise as the Federal Reserve raises policy interest rates (most likely 2 — 3 times next year) and where long - term rates should rise slowly as the Fed lets its balance sheet shrink, tax - free yields should either stay the same or move down as the municipal bond world confronts a market with much less issuance.

A few years ago, Butowsky recalls, he met with a former high - round NFL pick whose adviser, also a former player, said that he couldn't reveal how much he was charging to manage the athlete's tax - exempt municipal bonds «because of the Patriot Act.»