Tax-Conscious Investing

    Dec 9, 2016

Asset Allocation: Increasing High Yield Municipal Exposure


November was the worst month for municipal bonds since September 2008 with the Bloomberg Barclays...

    Dec 5, 2016

Update on the Municipal Markets


In our Market Insights for 2016, Liquidity Wars, we discussed the potential for bouts of heightened municipal market volatility resulting from liquidity disruptions.

    Nov 22, 2016

If Tax Rates Go Down, There’s Still an Upside to Munis


While it’s early days, President-elect Donald Trump has indicated his intention to lower tax rates for...

    Nov 17, 2016

Municipal Bonds: 5 Key Takeaways After the Election


After the election we caught up with Bob DiMella, Co-Head of MacKay Municipal Managers, to get his...

    Oct 17, 2016

Is Your Portfolio Election Ready?


Municipal bonds represent an attractive value that should continue no matter who wins the Presidential election in November due to tax equivalent yields that exceed those of...

    Oct 12, 2016

Short-Term Trick, Long-Term Treat for Muni Investors


Investors have been juggling job reports, Presidential debates, and Fed tightening odds of late. To that list...

    Sep 28, 2016

Credit Research: A Game of Chess


Credit research in the municipal bond market used to resemble a game of checkers with an emphasis on state finances and an eye towards general obligation (GO) bonds.