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LOOK INTO TAXABLE MUNICIPAL BONDS

July 12, 2019

LOOK INTO TAXABLE MUNICIPAL BONDS

High credit quality as a group
Higher quality than corporate bonds
Offer roughly the same income

MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY

July 12, 2019

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.

The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record.

One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.

The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.

On this week’s program, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.
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PREMIUM: DIMELLA

July 10, 2019

SEISMIC MUNICIPAL BOND CHANGES

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.

One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.

The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.

On this week’s show, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.

PREMIUM: BROWNE & SPEARS

June 13, 2019

CLASSIC VALUE / MODERN RESULTS

Classic value investing delivering modern outperformance. In a https://www.wealthtrack.com exclusive, Tweedy, Browne’s senior portfolio managers explain their Ben Graham/Warren Buffett approach.

HOW DO YOU APPLY SOCIALLY RESPONSIBLE INVESTING PRINCIPLES TO YOUR PORTFOLIO?

June 7, 2019

As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing. You can watch the episode again here.

NEW THIS WEEK…
In this week’s EXTRA feature we’ll share a link to a report about how you apply socially responsible investing principles to your portfolio from the forum for sustainable and responsible investment. It is a roadmap for professional investors which is also useful for individuals and anyone managing money.
Sign up to download report [.pdf] Please Note: To access your free download of Moving Forward with Sustainable Investing: A Roadmap for Asset Owners, click on to “Add to my Shopping Cart” and “Proceed to Checkout”.
Fill in your contact details, and click the credit card option (There is no charge and you will not be asked for credit card details). On the next page, you’ll receive a link to your free download.