The Crossover Trade: When Tax Free Isn’t Always Tax Efficient

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

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?

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?

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.

Municipal Credit Outlook: Which Sectors Will Outlast the Economic Downturn?

With downgrades and defaults on the rise, can municipal bonds outlast the recession? Find out why some sectors are more fail proof than others.

Amid the Coronavirus Outbreak, Are Municipal Bonds Still a Safe Haven?

In a time of equity market volatility, municipal bonds are doing what they’re supposed to do: diversify portfolios. Learn what may come next in the muni market.