Author Archive for David Jurca

Time to consider municipal high yield?

Investors have been known to stretch for yield in the current low rate environment, often taking risks that may be uncompensated. Tax-managed investors looking for attractive yield may want to consider municipal high yield, which can offer tax equivalent yields in excess of corporate high yield at a historically lower level of volatility.

June 25, 2015 Categories: Portfolio Corner, Tax Talk
Blowling pins

10 reasons muni bonds have the potential to hold strong value for taxable investors

Even after their strong performance since 2013, Russell believes tax-exempt municipal bonds have the potential to outpace other investment grade fixed income sectors on an after-tax return basis.

Dec 2, 2014 Categories: Portfolio Corner
Tax efficient municipal bond fund chart

How tax efficient is your municipal bond portfolio?

Tax-exempt bond products are at the core of many tax-aware investors’ portfolios. But don’t be fooled – just because a product may be labeled “tax-exempt,” it may not necessarily offer tax-free returns. Generating capital gains can lead to tax distributions, even in municipal bond products. Here are a few items you may want to check on before choosing such a product.

Mar 25, 2014 Categories: Portfolio Corner
Municipal bond opportunity

Russell’s view: Municipal Bonds Attractive Relative to Corporate Bonds

In Russell’s view, recent volatility in the municipal bond market has created a potential opportunity for investors allocating to the fixed income market.

Sep 17, 2013 Categories: Portfolio Corner
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