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8 episodes with muni bonds
4 episodes with muni bonds
4 episodes with muni bonds
2 episodes with muni bonds
2 episodes with muni bonds
2 episodes with muni bonds
2 episodes with muni bonds
2 episodes with muni bonds
2 episodes with muni bonds
After you listenRead Cooper Howard's 2025 Municipal Bond Outlook.Read Collin Martin's 2025 Corporate Bond Outlook.Read Kathy Jones's 2025 Treasury Bonds and Fixed Income Outlook.Follow the Schwab Center for Financial Research on X @SchwabResearch.Is the bond market caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels? In Part 2 of our 2025 Market Outlook, we focus on the fixed income markets, including corporate and muni bonds. First, Kathy Jones interviews Collin Martin about his outlook for investment-grade corporate bonds, floating-rate notes, and preferred securities.Next, Cooper Howard offers his outlook on the municipal bond market. He and Kathy also discuss credit quality and the implications of potential tax law changes.Finally, Kathy gives her 2025 outlook for Treasuries and the fixed income markets overall. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.(1224-CMBF)
Explore how the 2024 election outcomes could reshape the municipal bond market and tax policy. The Bond Buyer's reporters analyze shifts in Congressional power, potential tax reforms, and what these changes mean for the tax-exempt status of municipal bonds and infrastructure funding across the United States.
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from Riverbend Capital Advisors to dive deep into the world of municipal bonds. The discussion covers the unique inefficiencies and complexities of the $4 trillion muni bond market, which features over 75,000 different issuers across the country. Tim and Tom explain how this fragmented landscape creates opportunities for active management and value capture, even in a low-risk asset class. Throughout, we explore the importance of customized portfolio construction, credit analysis, and structure optimization to generate tax-advantaged income for individual investors. We also touch on the impact of federal policy, interest rates, and political dynamics on the muni market. With over 50 years of combined experience in municipal bonds, the Riverbend team provides valuable insights for anyone looking to understand this often-overlooked corner of the fixed income universe. Listen in, as we venture into uncharted waters with Muni bonds! SEND IT! Chapters: 01:33-14:25= Navigating the Fragmented and Inefficient Muni Bond Market 14:26-29:15= Complexities in structure, credit & policy 29:16-36:28= Muni Bonds in a changing market: Opportunities & Challenges 36:29-52:37= Election/Fed cuts? The importance of tailoring your clients portfolio 52:38-01:01:00= Experiences with Muni Bonds, covid-sell offs and tax advantages Follow along with Riverbend Capital on Twitter @Riverbend_Cap, Tom & Tim on LinkedIn, and check out their website Riverbendcapitaladvisors.com for more information! Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
Knowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.
In this episode, Kathy interviews her colleagues Collin Martin and Cooper Howard about the team's midyear fixed income outlook, with a theme of looking beyond Treasuries. The conversation covers investment-grade corporate bonds, high-yield bonds, preferred securities, and the municipal bond market. Key topics include credit quality, tax implications, and the potential impact of the upcoming election on the muni market.Finally, Kathy and Liz Ann offer their outlook on what investors should be watching in next week's economic data and indicators, and Kathy also highlights the recent drop in commodity prices.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Interest income on individual municipal bonds may not be tax-exempt, depending on the bond issuer, the type of bond, or your state of residence. Interest income on bonds issued by U.S. states, cities, counties, their enterprises, and U.S territories is generally federal-tax-exempt, and state-tax-exempt for residents of the state in which the issuer resides. In addition, municipal bond interest for bonds issued in U.S. territories is generally state-tax-exempt in all 50 states. Consult your tax advisor regarding your personal situation.Tax-exempt bonds are not necessarily suitable for all investors. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the alternative minimum tax. Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0624-63LA)
In this episode, Kathy and Liz Ann discuss the latest Fed meeting and how companies have fared during earnings season.Then, Kathy is joined by Cooper Howard and special guest Jane Ridley of S&P Global. Their conversation explores credit-rating agencies and the municipal bond market. They discuss the role of rating agencies in assessing the ability of issuers to repay debt, the importance of credit ratings for investors, and the factors considered in developing ratings. They also explain the differences between general obligation bonds and revenue bonds, the frequency of rating updates, and the impact of bond maturities on ratings. The conversation addresses the track record of ratings in the muni market and the reasons for unrated municipal bonds. They also discuss what happens if a muni bond were to default.On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Investing involves risk, including loss of principal.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Lower-rated securities are subject to greater credit risk, default risk, and liquidity risk.Tax-exempt bonds are not necessarily suitable for all investors. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the alternative minimum tax. Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Interest income on individual municipal bonds may not be tax-exempt, depending on the bond issuer, the type of bond, or your state of residence. Interest income on bonds issued by U.S. states, cities, counties, their enterprises, and U.S territories is generally federal-tax-exempt, and state-tax-exempt for residents of the state in which the issuer resides. In addition, municipal bond interest for bonds issued in U.S. territories is generally state-tax-exempt in all 50 states. Consult your tax advisor regarding your personal situation.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.(0224-GLP8)
Royden Durham and Tony Tanner, portfolio managers at the Aquila group of funds, talk with Chip Barnett about what's special about Kentucky and Arizona – what's the same and what's different within their municipal bond markets. (18 minutes)
Mike Dever of Brandywine Asset Management talks to Jeff Watkinson of Watkinson Capital Advisors about Muni Bonds then they interview Jim Hemphill, CFP of TGS Financial Advisors about dynamic contrarian portfolio strategy The post Money Matters TV 23-41 Hemphill appeared first on Money Matters TV.
Reorg's municipals reporter Hoa P. Nguyen speaks with Cooper Howard, director of fixed income strategy at Schwab Center for Financial Research, about the recent movements in the municipal bond market. What's the impact of the Silicon Valley Bank's collapse and the Fed policies on the munis market? Why are we seeing an increase in ESG bond issuances? #municipalbonds #muniland
After a difficult year, municipal bonds are back in the spotlight. Senior Trader, Bill Roach shares an update on the bond market and whether investors still have time to take advantage of this historic opportunity. Explore the 2023 Outlook - Actionable ideas for a volatile world© 2023 Macquarie Group Limited
ImpactAlpha's David Bank joins Host Monique Aiken to to share some takeaways from this week's Agents of Impact Call on the steps that some investors are taking to advance racial justice through the municipal bond market. Plus, the headlines. impactalpha.com/subscribe --- Send in a voice message: https://anchor.fm/impact-alpha/message
ImpactAlpha's David Bank joins host Monique Aiken to share takeaways from this week's Agents of Impact Call on how investors are working to advance racial justice through the municipal bond market. Plus, the headlines. --- Send in a voice message: https://anchor.fm/impact-alpha-briefing/message
Holly Newman Kroft, managing director at Neuberger Berman, discusses where investors can find enticing opportunities.
Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM's services and outlook for the municipal bond market. Bloomberg News Wall Street reporter Eric Kazatsky, Senior US Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director and Senior VP of Municipal Investments with Valley National Bank, join us on site for a roundtable on the municipal bond market and investments to look for in 2023. Glenn McGowan, co-head of municipal underwriting at RBC Capital Markets, and Kevin Danckwerth, head of municipal trading at Citi, discuss the outlook for cities, municipalities, and the muni bond market heading into 2023. Jennie Huang Bennett, Chief Financial officer for the City of Chicago, joins us on site to discuss financing a major economic hub like Chicago and plans for the city's financial management post-pandemic. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Joe and Big Al discuss LIRPs, or life insurance retirement plans, they spitball whether to take full pension survivor benefits or buy a life insurance policy, and whether to sell losing stocks for even bigger losers to take advantage of the 0% capital gains tax bracket. Plus, zero coupon municipal bonds and the de minimis rule, and target date funds as part of Paul Merriman's Two Funds for Life strategy. Finally, how do dividends figure into the 4% rule for retirement withdrawals, and should that 4% come from stocks or bonds? Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-405
John Cole Scott, chief investment officer at Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- says that today's rate uncertainty has created attractive entry points for some municipal-bond funds because they are trading at big discounts and, in many cases, have gone through a dividend cut, thereby reducing the potential for another cut moving forward. Scott doesn't minimize the pain the muni funds have experienced this year, but notes that investors who are brave enough to double-down should be rewarded as the rate cycle plays out, although he cautioned against looking at yield as the selling point rather than combining yield with discount and net asset values to determine the best opportunities.
Many readers enjoyed the recent blog posts on Bad Investment Ideas. Our criticism of ESG was especially popular, with many assessing it as a meaningless investment fad. ESG isn't inherently bad – who doesn't want better “G” (Governance) at their portfolio companies? But if every company can find someone to rate them highly on ESG, […]
In this episode, Nicole brings back Wall Street veteran Gary Kaminsky to talk muni bonds and Gary's VIP ETFs. See omnystudio.com/listener for privacy information.
Hosts, Eric Kazatsky and Amanda Albright, discuss new developments at the intersection of the sleepy municipal bond market and blockchain technologies. This week we are joined by Tammie Arnold and Stephen Winterstein from Alpha Ledger.
On this episode of The Muni 360 Podcast from New York Life Investments, we bring back Portfolio Manager and Senior Managing Director, Scott Sprauer. Hit play and join the seasoned, active investors at MacKay Municipal Managers as they provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Tune in for perspectives on today's uncertain markets, as well as an in-depth conversation on taxable municipal bonds, a growing asset class that we believe can be an excellent alternative to traditional taxable fixed income strategies. Learn how municipal investors should consider being positioned within the current landscape and take a deep dive into the characteristics, attributes, and credit quality mix of taxable munis relative to other traditional fixed income.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
Noland Langford, chief executive at Left Brain Investment Research says that with the Federal Reserve poised to hike interest rates several times this year, growth-oriented investors can find the right kind of "action" in corporate bonds and tax-free municipal bonds. He is expecting yields of up to 4 percent on munis and says the corporate bonds can be purchased at discounted prices now, but with intermediate maturities that should have them paying off shortly after the rate-cycle ends. Langford also talks about the benefits of making Roth IRA conversions now, as investors consider their tax picture.
Low yields and an appetite for fixed returns are feeding the growing municipal bond market even as the risks of defaults rise. https://www.wsj.com/amp/articles/reti... https://news.yahoo.com/china-evergran... uneducatedeconomist.com uneducatedeconomist@gmail.com real mail P.O. 731 Astoria, OR 97103 Instagram uneducated.economist Patreon https://www.patreon.com/UneducatedEco... Want to buy me a coffee? https://www.paypal.me/meatbingo https://cash.app/$bingo503 https://venmo.com/code?user_id=211351... --- Support this podcast: https://anchor.fm/youguysletmeknow/support
Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at Build America Mutual, talks about investing in municipal bonds. Ben Chodor, President of Notified, discusses traveling to events and virtual conferences amid Omicron. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
In this week's podcast, Ben Johnson fills us in on the future of bitcoin ETFs, Elizabeth Foos investigates the key drivers behind interest in muni-bonds, Tim Steffen prepares investors for upcoming tax changes, and Megan Pacholok tells us everything we need to know about health savings accounts.
Our topic on this episode of the Ready for Retirement podcast is about Roth Conversions in non-traditional scenarios & investing in municipal bonds.Questions answered: When do Roth Conversions make the most sense to implement? What are some examples of non-traditional scenarios where a Roth Conversion makes sense? Should I be investing in municipal bonds for tax-free income? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We're on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it here
The issuance of green muni bonds is a small part of the overall muni bond market, but the segment is growing.
Stocks staging a broad sell-off, but what's to blame: Fed taper talk, disappointing economic data or the Delta variant? We discuss. In today's Rapid Fire, a look at IPO woes…Wish CEO's dismal outlook, Roblox's reopening wreck, The Honest Company's rough week and BeachBody's big investor. Plus, if Congress doesn't extend the debt ceiling limit, there could be fallout that one investor says would make the Financial Crisis of 2008 look like a “three-minute, G-rated movie trailer.' He joins us to discuss the potential generations-long impact on the muni market.
Learn about what's moving the needle in muni bonds, where to look for opportunity for your clients and how active management factors in. Here to explain is Jay McAndrew, Head of Strategic Beta Sales & ETFs and Doug Rangel, Vice President and Client Portfolio Manager for fixed-income products from Columbia Threadneedle Investments. We thank Columbia Threadneedle for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
When investing in a brokerage account, as with any investment, it's important to be tax efficient. Why pay more taxes than you have to?Today, Amy Walls of Thimbleberry Financial walks us through tax-efficient investing, or minimizing the amount of taxes you owe.There can be a difference in taxes on long term vs short term capital gains.Rate of return after taxes and fees is what's important.Taxes on investments are often paid out of cash flow, not out of those investments themselves!Amy explains stock, mutual fund, ETF, and muni bond investments, but also warns of pitfalls, including surprise tax bills, rebalancing, and emotions/bias.For help with your financial future, contact Amy Walls at Thimbleberry Financial:https://thimbleberryfinancial.com/Or call: 503-610-6510
The median household pays more taxes in Texas than in California.In this episode, Trishul and Aaron explore different state and local tax rates across the country. In addition to state income taxes, they look at property taxes, sales taxes, and excise taxes on goods such as on gas, alcohol, and tobacco. While income taxes are consistently progressive in the states that actually charge an income tax, most of the other taxes are regressive when compared to income. The overall impact is that taxes end up disproportionately burdening the poor, which has led to greater inequality over time.Episode ReferencesWho Pays?State Income Tax BracketsStates with Highest and Lowest TaxesNew York State Tax ProfileCalifornia State TaxSales and Use Tax RatesExcise TaxFinnish Speeding Ticket Based on IncomeTaxation of Muni BondsPodcast DescriptionWelcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Ben Barber, Director of Franklin Templeton Municipal Bonds, and Jennifer Johnston, Director of Research for Franklin Templeton Municipal Bonds joins Stephen Dover to discuss how the new US stimulus package and potential infrastructure plan could impact the municipal bond space...plus, why an array of tax changes could boost the relative value of munis.
Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card usage, etc. Listen to Brian’s view on tax-exempt bonds and value stocks. Chris shares some financial planning lessons learned.
Terri Spath, chief investment officer at the Sierra Mutual Funds, says that muni bonds, high-yield corporate bonds and emerging market stocks -- all of which were becoming a strong play leading up to the election -- are in a sweet spot after the voting, and noted that are mostly under-represented in investors' portfolios, which should make them particularly interesting now. Also on the show, Tom Lydon of ETFTrends.com looks to emerging markets -- and specifically China -- for the ETF of the Week, Chuck answers a question about dividend reinvestment plans, and Christopher Zook of CAZ Investments tackles thematic, growth-at-a-reasonable-price investing in the Market Call.
In this episode, Trishul and Aaron discuss the risks and rewards of potential investments across various asset allocation decisions. They cover cash, bonds, stocks, options, and other even more exotic instruments. What are the two variables that determine the risk-return profile of a bond? And where do small-cap and international stocks fit into the big picture? And what about the idiosyncratic risk of a single stock versus a diversified basket? If you understand these various risks and rewards, how do you then figure out what is appropriate for your specific situation?Episode ReferencesMMS - #2. Buying stocks can be fun, but don't fall into these common traps.MMS - #41. What does academia have to say about what really works when investing in stocks?MMS - #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?MMS - #13. Is Real Estate just a real pain?Graystone Advisor - I sat in cash while the market was up 42%Graystone Advisor - Buying Stocks For FunGraystone Advisor - Netflix Employee Supplemental Stock OptionsInvesting Forever - Why invest in one thing over another?Investing Forever - Efficient Market HypothesisInvesting Forever - Risk, EverywhereInvesting Forever - Why buy-and-hold can save you bigCFA - Setting the record straight on asset allocationInvestopedia - Tax Treatment for Call & Put OptionsUS 10 Year TreasuriesMax My InterestConsumer Price IndexWhat SIPC ProtectsFDICWhy Money Market Funds Break The BuckDifference Between Preferred Stock and Common StockAnnual Asset Class ReturnsThe Case Against Investing In CommoditiesZero-Sum GamePodcast Description Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Municipal bonds have experienced three months of positive returns. What are the key investment catalysts in the Muni Bond space, what?s been the impact on the asset class from the lack of further federal stimulus, how might the 2020 election play a role in munis and what is the CIO's outlook for municipal securities going forward? Today's guest: Kathleen McNamara, Senior Municipal Bond Strategist. Host: Griffin Marie.
Dave Lamb, head of closed-end funds for Nuveen, says that while municipal bonds have rebounded sharply, they haven't quite kept pace with investment-grade issues or recovered to pre-pandemic levels, creating an opportunity for investors. He notes that closed-end fund investors can find bargains and don't have to worry much about being disappointed when they can buy issues at wider discounts the way they can now.
*The 5 financial factors you need to consider when calculating the cost of a move.* *Today's Stocks & Topics: GME - GameStop Corp. Cl A, 20 Year Old New Investor, Jobs Report, Muni-Bonds, BABA - Alibaba Group Holding Ltd. ADR, NASDAQ, HOFV - Hall of Fame Resort & Entertainment Co., BBY - Best Buy Co. Inc., UPS - United Parcel Service Inc. Cl B, BLCN - Nasdaq NexGen Economy ETF, TSLA - Tesla Inc.* Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands
Neil Azous, chief investment officer at Rareview Capital in Stamford, Conn., discussed how the four ways that investors typically make money in municipal-bond closed-end funds typically aren't all in favor at the same time. These times, however, are anything but typical, and Azous says that in the current unusual times, all four potential return streams are lining up in ways that make muni funds a particularly attractive option right now.
Markets on track for their third straight week of gains, but can you trust the rally? One strategist says he’s not overreaching right now. And, the CEO of the largest minority- and woman-owned investment bank joins us to talk everything from how to make businesses more inclusive to the muni bond market. Plus, with retailers not paying rent, we take a look at the legal battle commercial landlords will be facing and and how the mess could leave local governments holding the bag. Learn more about your ad choices. Visit megaphone.fm/adchoices
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0420-07821 Not FDIC Insured - No Bank Guarantee - May Lose Value
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0420-07821 Not FDIC Insured - No Bank Guarantee - May Lose Value
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.PAR-0420-07821 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.PAR-0420-07821 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0420-07821 Not FDIC Insured - No Bank Guarantee - May Lose Value
We’ll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector’s credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0420-07821 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0420-07821 Not FDIC Insured - No Bank Guarantee - May Lose Value
We'll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector's credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.PAR-0420-07821 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
You might think that someone who "called" the recent market decline might provide some decent investing advice, but you'd be wrong. Marketwatch states that "He nailed the March coronavirus selloff," and shares hedge fund manager, Dan Niles latest prediction. Don checks out his track record and finds it hard to call his prediction even a lucky guess.Plus, more of your questions on which Vanguard mutual finds to own, moving from the TSP to an IRA, and whether it's wise to have everything in one fund.
Shut-down Tuesday: Implications of Restaurants and School Closings (for the rest of the semester); Even a little risk is too much risk; We're in a Recession Now; Goldman stats on Covid-19; Managing expectations between hope and reality; McDonald's playgrounds to close (probably ground zero in Wuhan was a McDonald's playground!) A Function of Fairness in Bailouts; Disco Lance; Muni Bonds and Interest payments; how to be sure your muni bonds are sound.
Shut-down Tuesday: Implications of Restaurants and School Closings (for the rest of the semester); Even a little risk is too much risk; We're in a Recession Now; Goldman stats on Covid-19; Managing expectations between hope and reality; McDonald's playgrounds to close (probably ground zero in Wuhan was a McDonald's playground!) A Function of Fairness in Bailouts; Disco Lance; Muni Bonds and Interest payments; how to be sure your muni bonds are sound.
John Cole Scott, chief investment officer at Closed-End Fund Advisors and executive chairman of the Active Investment Company Alliance, joins the podcast today to talk about a very popular type of closed-end asset -- municipal bonds -- and one that has been trending, but which has just 13 closed-end options, preferred stocks. Scott covers key investment considerations for each asset class, noting that muni bonds are a particularly popular yield choice for investors today, while pointing out that a key concern about the preferred funds is that virtually all of them now trade at premiums.
It's ESG Wednesday! Australia's on fire, droughts are real, and trickle down climate economics are working! Munis are bearing the first losses on climate change! Damion goes over proxy voting - the other democracy - and Matt defines and dissects "stakeholder value".
In light of the current low rates, do municipal bonds still make sense? Portfolio manager Daryl Clements and Matt walk through the case for staying invested in munis. To learn more, read “Can Munis Continue to Deliver?” http://bit.ly/NovemberCMONote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.
Our guest on the podcast today is Allan Roth, one of the pre-eminent hourly financial advisors in the United States. After a career in corporate finance and as a consultant for McKinsey and Company, Roth started the holistic financial advisory firm Wealth Logic in 2003. Wealth Logic focuses on financial planning and ultra-low-cost simplified investing; his firm's motto is "Dare to be Dull." In addition to working directly with clients, Roth is a prolific writer: He's the author of How a Second Grader Beats Wall Street, which was published in 2009 with the second edition in 2011, and he's also a regular contributor to Financial Planning magazine, Advisor Perspectives, ETF.com, and AARP. Background Information • Allan Roth bio • How a Second Grader Beats Wall Street • Allan Roth's archive for Financial Planning • Allan Roth’s archive for Advisor Perspectives • Allan Roth's archive for ETF.com • Allan Roth's blog on AARP.org Advice Business/Choosing an Advisor • "Save $52,000 on Financial Advice," by William Baldwin (Forbes, May 10, 2016) • Vanguard Personal Advisor Services • "The CFP Board 'Inexcusably' Protects Certificants," by Allan Roth (Financial Planning, Aug. 2, 2019) • "Does the CFP Board Choose Advertising Over Enforcement?" by Allan Roth (Financial Planning, Sept. 24, 2018) • "Looking for a Financial Planner? The Go-To Website Often Omits Red Flags," by Jason Zweig and Andrea Fuller (The Wall Street Journal, July 30, 2019) • "CFP Board to Create Tax Force to 'Strengthen and Modernize' Enforcement," by Brian Anderson (401(k) Specialist, July 31, 2019) • "CFP Board Responds to The Wall Street Journal" (cfp.net, July 29, 2019) • "How to Choose a Financial Planner," by Allan Roth (AARP Magazine) • Finra BrokerCheck Asset Allocation • "William Bernstein: If You've Won the Game, Stop Playing" (The Long View podcast, May 7, 2019) •"How to Set Your Asset Allocation," by Allan Roth (The Wall Street Journal, Dec. 2, 2016) • "The Risk of Taking a Risk-Profile Questionnaire," by Allan Roth (CBS News.com, Aug. 21, 2009) • "Financial Advisor Exposes His Own Portfolio," by Allan Roth (AARP.org, June 15, 2015) • "Mind the Gap 2019" by Russ Kinnel (Morningstar.com, Aug. 15, 2019) Investment Selection and Portfolio Management • "Why CDs Can Still Be Better Than Bonds by Allan Roth," by Allan Roth (CBS News.com, Aug. 20, 2013) • "Municipal Bonds and the Industry's Dirty Little Secret," by Allan Roth (CBSNews.com, June 20, 2010) • "4 Reasons Not to Load Up on Muni Bonds," by Allan Roth (aarp.org, July 14, 2015) • "At Last, a Tool Muni Investors Sorely Needed," by Allan Roth (CBSNews.com, July 8, 2014) • Municipal Bond Price Discovery Tool • "A Seer on Banks Raises a Furor on Bonds," by Nelson D. Schwartz (New York Times, Feb. 10, 2011) • "Low-Risk Inflation Protection from Uncle Sam," by Allan Roth (aarp.org, Feb. 24, 2017) •"When Will Smart Beta Be Smart?" by Allan Roth (ETF.com, July 9, 2019) • "Boosting Returns with Rebalancing" by Allan Roth (ETF.com, March 19, 2018) • "Give Due Care to Your Cost Basis Elections," by Christine Benz (Morningstar.com, Feb. 27, 2013) • "Advanced Strategies for Investment Taxation" by Allan Roth (Advisor Perspectives, May 6, 2019) • Smart Beta (Research Affiliates) • "How Can Smart Beta Go Horribly Wrong" by Rob Arnott, Noah Bech, Vitali Kalesnik, John West (Research Affiliates, Feb. 2016) • "The Arithmetic of Active Management," by William Sharpe (Financial Analysts Journal, January-February 1991) • "Fidelity Zero vs. Vanguard: Which Index Fund Is Better?" by Allan Roth (Financial Planning, Aug. 14, 2018) • "At Vanguard, Customer Complaints Rise Along with Assets," by John Waggoner, (InvestmentNews, Feb. 16, 2017) Retirement Planning • "Is the 4% Rule Still Safe for Retirement Planning?" by Allan Roth (Financial Planning, May 8, 2019) • “Estimating the True Cost of Retirement” by David Blanchett (Retirement Insight and Trends, June 30, 2015) • "Why So Critical of Annuities?" by Allan Roth (CBSNews.com, Sept. 17, 2009) • "My 3 Most-Often Recommended Annuities," by Allan Roth, aarp.org, Dec. 20, 2016 • "Reducing Retirement Risk with a Rising Equity Glide Path," by Michael E. Kitces and Wade D. Pfau (Journal of Financial Planning) Influences • Prospect Theory • Predictably Irrational by Dan Ariely • "What I, and Millions of Others, Owe Jack Bogle" by Allan Roth (Financial Planning, Jan. 16, 2019) • A Random Walk Down Wall Street by Burton Malkiel • Bogle on Mutual Funds by John C. Bogle About the Podcast: The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver. About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research for Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas. To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com (Disclaimer: This recording is for informational purposes only and should not be considered investment advice. Opinions expressed are as of the date of recording. Such opinions are subject to change. The views and opinions of guests on this program are not necessarily those of Morningstar, Inc. and its affiliates. Morningstar and its affiliates are not affiliated with this guest or his or her business affiliates unless otherwise stated. Morningstar does not guarantee the accuracy, or the completeness of the data presented herein. Jeff Ptak is an employee of Morningstar Research Services LLC. Morningstar Research Services is a subsidiary of Morningstar, Inc. and is registered with and governed by the U.S. Securities and Exchange Commission. Morningstar Research Services shall not be responsible for any trading decisions, damages or other losses resulting from or related to the information, data analysis or opinions or their use. Past performance is not a guarantee of future results. All investments are subject to investment risk, including possible loss of principal. Individuals should seriously consider if an investment is suitable for them by referencing their own financial position, investment objectives and risk profile before making any investment decisions.)
If there is one asset class where advisors have taken a do-it-yourself approach, it is municipal bonds. Advisors and their clients often buy individual muni bonds and hold them until maturity. But the muni market is very broad, diverse and complex – and those are the ingredients that favor professional management.
What happens to the market if companies STOP buying back their own stock. Plus, why is money pouring into Muni Bonds?
Jim Bacchus,Director of Center for Global Economic & Environmental Opportunity at UCF, discusses President Trump's plan to impose another $200 billion worth of tariffs on Chinese goods. Lyle Fitterer, Head of Municipal Fixed Income at Wells Fargo Asset Management, talks about the impact Hurricane Florence could have on the muni bond market. Craig Giammona, Bloomberg News Consumer Reporter, explains that Coca-Cola saying it's eyeing the cannabis drinks market. Rich Miller, Bloomberg News Economics Reporter, discusses his Businessweek story on the impact of money tightening on emerging markets. And we Drive to the Close of the market with John Dorfman, Chairman of Dorfman Value Investments. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Jim Bacchus,Director of Center for Global Economic & Environmental Opportunity at UCF, discusses President Trump's plan to impose another $200 billion worth of tariffs on Chinese goods. Lyle Fitterer, Head of Municipal Fixed Income at Wells Fargo Asset Management, talks about the impact Hurricane Florence could have on the muni bond market. Craig Giammona, Bloomberg News Consumer Reporter, explains that Coca-Cola saying it’s eyeing the cannabis drinks market. Rich Miller, Bloomberg News Economics Reporter, discusses his Businessweek story on the impact of money tightening on emerging markets. And we Drive to the Close of the market with John Dorfman, Chairman of Dorfman Value Investments. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan
2x SuperBowl Champ Dannell Ellerbe on Investing in Muni Bonds, Football & Life Cheeck out my Books: https://amzn.to/2IXCO0P Email: askprince@royalfinancials.com Facebook: https://www.facebook.com/theinvestors... Instagram: https://www.instagram.com/theinvestor... Workshop: http://www.theinvestorshowtv.com/videos/ Podcast: http://www.theinvestorshowtv.com/podc... Twitter: https://twitter.com/royalfinancials Website: www.theinvestorshowtv.com
The "Money Talks" hosts answer listeners’ question on whether putting your parent’s house in your name is a good idea; stocks T-Mobile and AES Corp., and municipal bonds. They also delve into bitcoin and cryptocurrency and debate on what makes them disruptive.
We explored recently with Activest the intersection of racial justice and municipal bond finance, looking specifically at how to marshal progressive capital to incentivize and fund policy reforms at the municipal level. In this follow-on webinar, we will explore further how investors can engage with municipal bond finance from a social justice perspective. HIP Investor explains how they use impact metrics can form a basis for further accountability and impact management for the expected results of muni bonds. After which Neighborly will show how local investors can use municipal bonds to fund and support various improvements in local governments and nonprofits, spurring more civic engagement as well as recapitalizing communities.[These "podcasts" are the direct audio recordings of TFIN Webinars. As the original format was a video webinar, please excuse any brief technical difficulties and note that presenters may refer to slides. To watch the TFIN webinar recordings with their corresponding slide decks, please visit http://transformfinance.org/investor-resources/]
The Tax Cuts and Jobs Act lowered the tax rate corporations and individuals will pay. But by doing this, will municipal bond market returns be impacted in the years ahead? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Thomas Casey Senior Portfolio Mananger Standish Mellon Discussing the markets and investing in municipal bonds, including hospitals and toll roads.
Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Thomas Casey Senior Portfolio Mananger Standish Mellon Discussing the markets and investing in municipal bonds, including hospitals and toll roads. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Sentiment gets one-sided only at certain points in the markets' Elliott wave pattern. Learn what sentiment gauges are telling you about the market trend. Yield spreads widen for Illinois, Connecticut and New Jersey. Muni bond yield spreads will make you wonder about the future. President Trump finds his administration embroiled in controversy and investigation. Learn how social mood will influence the outcome of this chapter in American history. Learn more: http://www.elliottwave.com/shownotes.
How do Muni Bonds @ 4% compare to Cash Values on a Participating Whole Life Insurance policy? Listen in to discover our findings on a recent case plus what the Wall Street Journal has to say about “How Muni Bonds ‘Yield’ 4% in a 2% World”.
We first start by looking at car loans. The delinquency rate among subprime auto loans is rising, even as total auto loan liabilities exceed $1-trillion. Our next feature is on municipal bonds. Many investors continue to pour money into municipal bond funds even after Puerto Rico's muni bond default. We believe debt-market complacency will soon be met with regret. Our last feature is an interview with Elliott Wave International's Senior Metals Analyst who explains the relationship between gold and the U.S. dollar. Learn why Tom believes the development of gold's wave pattern provides all the information he needs to create his forecast.
Hugh McGuirk, head of T. Rowe Price's Municipal Bond Department, does not expect the pace or magnitude of Fed rate hikes to pose a significant threat to municipal bond prices.
Hugh McGuirk, head of T. Rowe Price's Municipal Bond Department, does not expect the pace or magnitude of Fed rate hikes to pose a significant threat to municipal bond prices.
- Marilyn Cohen, President of Envision Capital Management - Please call 1-800-388-9700 for a free review of your financial portfolio
You’re investing, great! Now we can take it a step further and learn how to optimize your taxes while investing. Larry Ludwig will explain the best tax efficient investing practices. The tax man gets enough of your hard earned bucks. Larry Ludwig from The Money Tree Investing Podcast will teach us how to optimize our investments for the biggest tax benefit. Larry recommends eight steps to maximize your tax savings: 1. 401k up to your employer’s match. 2. Traditional IRA 3. 401k post match. 4. Roth IRA 5. 529 Savings Account if you plan to send a child or yourself to college. 6. US I Savings Bonds, low yield but a good place to keep some emergency cash. 7. MLP and Muni Bonds for higher net worth, more sophisticated investors. 8. Taxable and Non Taxable Accounts, depending on your goal, buying a house, getting ready to retire, create a balance between taxable and tax deferred investments. If you’re looking for the most simple option, funnel money into a Roth IRA. If you are self employed, start a solo or SEP 401k. All the more reason to start your own business. It gives you so many more investing options than when you work for the man. Tax forms will be going out in a few months so you still have some time to get that money into an account that will give you the most tax shelter. Don’t overdo it though. You can have so much in tax deferred accounts that you don’t have anything liquid for an emergency. Show Notes Tax Efficient Investing: Here’s a link to Larry’s post that outlines all the concepts talked about on the episode. The Money Tree Investing Podcast: A weekly interview podcast devoted to personal finance. Betterment: Sign up today for six months free investing. HSA Accounts: Explanations about age restriction. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ed explains the driving forces behind the Muni Bond decline is because of rising interest rates and rising inflation around the world.
There are 69 companies that have boosted their debt levels by 50 percent or more in the past five years. Today's Stocks & Topics: Dollar Cost Averaging, Gift Cards, Where to Invest, Muni-Bonds, NAC - Nuveen California Quality Municipal Income Fund, Jobs Report, 401k & Recession, CELG - Celgene Corp., Stock Market Scams.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations
The value proposition of investment funds is providing superior returns, but capital inflows to retirement accounts may soon dry up and could even reverse.Today's Stocks & Topics: ABC – Amerisource Bergen Corp., DRI - Darden Restaurants Inc., CCC - Clarivate Analytics PLC, Muni-Bonds, Gold, XOM - Exxon Mobil Corp., XLE - Energy Select Sector SPDR ETF, DIS - Walt Disney Co., MRO - Marathon Oil Corp., USO - United States Oil Fund LP.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations
05-08-2020: Opinion: Economist With 'Perfect Record' Is Betting Current Recession Over By End Of 2020 An expert's theory argues that COVID-19 is an 'accelerant' of underlying trends for a recession that started in Q1 this year.Today's Stocks & Topics: RE - Everest Re Group Ltd., STNE - StoneCo Ltd. Cl A, Muni-Bonds, FDMMX - Fidelity Massachusetts Municipal Income Fund, Economic Numbers, SQQQ - ProShares UltraPro Short QQQ, FNV - Franco-Nevada Corp., Looking for New Stocks, VZ - Verizon Communications Inc., The Lows, Rollovers, V - Visa Inc. Cl A.TRIVIA QUESTION: "What are the 4 types of treasury securities? And, going back in time, what was the name of the agency that managed U.S. debt?"Plus: Key Benchmark Numbers and Market Comments for: Oil, Gasoline, Gold and Treasury Yields.Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations
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