How the $4 trillion market, with its 75,000+ issuers, creates unique inefficiencies, providing opportunities for active managers to capture value in an otherwise low-risk space.
How customized portfolios, credit analysis, and structure optimization help individual investors maximize tax-advantaged income.
The ripple effects of federal policy, changing interest rates, and political shifts on muni bonds.
Tailoring portfolios to specific client needs and leveraging their combined 60 years of experience, Tim and Tom highlight the importance of understanding this often-overlooked asset class, especially in today’s shifting economic climate.
They share their experiences navigating the idiosyncrasies of this complex and dynamic market. It’s not just the tax advantages that make municipal bonds an interesting play for savvy investors.
Tune in for valuable insights as they break down the opportunities and challenges in the municipal bond space!