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municipal bond

Getting to Know Bonds

April 16, 2018
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Many investors own bonds or debt based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is an “IOU” for money loaned by an investor to the bond’s issuer. In return for the…

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Five Strategies for Tax-Efficient Investing

April 2, 2018
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You may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can offset up to $3,000 per year of the difference against ordinary income. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes,…

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Pursue Tax-Advantaged Income with Municipal Bonds

March 18, 2010
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When it comes to bond yields, sometimes less is more. While municipal bonds, or “munis,” usually have a stated yield several percentage points below those on comparable corporate or government bonds, the interest paid on municipal issues is generally exempt from federal and, in some cases, state and local taxes. For that reason, a municipal…

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Fixed-Income Focus: Bond Fund Basics

January 18, 2010
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Even during periods when equities are top market performers, bonds may still have a place in your portfolio. As a complement to the more volatile nature of stock funds, fixed-income funds may have the potential to generate a steady stream of income and add stability to a portfolio. How Bond Funds Work Bond funds are…

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