Sentences with phrase «of municipal bond portfolio»

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?

Whichever way you swing, it's becoming more compelling to have some of your portfolio in tax - free municipal bonds, which in the past have provided a certain level of stability in times of uncertainty.

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.

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.

Using this approach, at least 50 % of a stock portfolio would be invested in the stocks of larger firms, and at least 50 % of a bond portfolio would be invested in high - quality bonds (government bonds, high - quality corporates and municipals).

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

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.

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.

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.

But after a double Trump victory, interest rates of rocketed higher and I am finally building up municipal bond portfolio to earn double taxation free income.

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

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

Oh, and that USA friend of mine — she has a municipal bond portfolio where she a) is earning over 4 % on average, and b) pays NO TAXES on the interest income whatsoever (munis are exempt).

A national portfolio of short - term municipal bonds seeking tax - free income with lower interest - rate sensitivity

The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high - quality municipal bonds.

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

Provides investors with exposure to an actively managed portfolio of primarily intermediate - term municipal bonds

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

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.

Like many other investors who have crossed over to the tax - exempt side of the market, now may be a good time to think about whether municipal bonds deserve greater representation in your investment portfolio.

Fixed - unit investment trust: A trust that buys a fixed portfolio of securities (usually municipal bonds) and sells that portfolio to investors in units.

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.

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.

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.

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.

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 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.

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

When the Fund first reported to shareholders on October 31, 1990, it had a portfolio of ten securities including municipal bonds, corporate bonds, corporate preferred stock and common stock.

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.

Prior to Schroders, Susan was a Vice President and Portfolio Manager of U.S. Fixed Income at Deutsche Asset Management, formerly Morgan Grenfell & Co, specializing in Municipal bonds.

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.

That's why municipal bonds are often a part of every lazy investor's portfolio these days.

Craig Brandon is a vice president of Eaton Vance Management, co-director of municipal investments and portfolio manager on Eaton Vance's municipal bond team.

In fact, municipal bonds can be an important component of a strategically balanced portfolio at every stage of an investor's life.

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.

If an investor had a portfolio consisting of just municipal or government bonds yielding 5 % per year and a portfolio made up of highly volatile and risky tech stocks also yielding 5 % per yield, the «better» portfolio would be the one with the municipal one.

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.

Mr. Bohlin manages the Thornburg Limited Term Income Fund and the Limited Term U.S. Government Fund; Mr. Strickland is manager of the Thornburg Municipal Bond Portfolio.

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.

Previously at Putnam, Mr. Drury spent a decade as Head of Trading, Municipal Bonds, where he worked closely with Putnam's portfolio managers to execute trades in various sectors of the municipaMunicipal Bonds, where he worked closely with Putnam's portfolio managers to execute trades in various sectors of the municipalmunicipal market.

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.

Municipal bond investments have their place, but a high concentration of these issues in portfolios could reduce the ability of the assets to outpace inflation over the long haul.

Marvin @ Brick By Brick Investing writes Tax Free Municipal Bonds — A detailed description of tax free municipal bonds and how to implement them into your investment pMunicipal Bonds — A detailed description of tax free municipal bonds and how to implement them into your investment portfBonds — A detailed description of tax free municipal bonds and how to implement them into your investment pmunicipal bonds and how to implement them into your investment portfbonds and how to implement them into your investment portfolio.

Assembling your own portfolio of municipal bonds is a tough proposition.

Similarly, income from municipal bonds are free of Federal income taxes, which can boost the «take home» income from a bond portfolio.

derivative instruments, including options, futures, total return swaps, or credit default swaps designed to replicate some or all of the features of an underlying portfolio of municipal bonds;

Municipal bonds can also be purchased through a unit investment trust, a closed - end portfolio of bonds with minimums of $ 1,000.

Cormac Cullen will join Mark Sommer and Kevin Ramundo as a portfolio manager on the municipal bond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income Divisbond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income DivisBond Trading in Fidelity's Fixed Income Division.

The portfolio might invest in a particular type of bond (government, municipal, mortgage or high - yield) or a particular maturity range (short - term: three years or less; intermediate term: three to 10 years; or long - term: usually 10 years or longer).