From this author
The Crossover Trade: When Tax Free Isn’t Always Tax Efficient
by Nisha Patel, Managing Director
April 11, 2022
Do you know why tax-free municipal bonds might not offer fixed income investors the highest after-tax returns? Test yourself and find out.
It's Always Tax-Loss Harvesting Season
by Nisha Patel, Managing Director
May 3, 2021
Learn how an active tax-loss management strategy ensures year-round performance, maximizes tax alpha, and minimizes costs.
What Does Biden’s Infrastructure Bill Have in Store for the Muni Market?
by Nisha Patel, Managing Director
April 29, 2021
Will a corporate tax increase shift muni demand upward? Are Build America Bonds coming back? We take a look at what the Biden administration’s infrastructure bill could mean for fixed income investors.
If He Wins, How Would Joe Biden’s Tax Plans Affect Investors?
by Andrew Subkoviak, Senior Investment Strategist; Nisha Patel, Managing Director
September 21, 2020
Individual income tax rates might go up. Lower long-term capital gains rates might go away. Ahead of the election, an analysis of what this could mean for portfolios.