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So, You Think You Want a Muni Bond Ladder?So, You Think You Want a Muni Bond Ladder?

Simple and sturdy might really mean simplistic and inflexible.

November 19, 2024

 

At Breckinridge, we believe laddered structures may be too rigid to benefit from the municipal market’s structural inefficiencies. Municipal bond ladders may:

Limit security selection
Limit proactive trading
Limit tax management
Restrain portfolio structure
Influence duration

In this video, we discuss how active portfolio management can adapt when market conditions change, and why we believe passive laddered approaches can potentially be restrictive in their approach.

To learn more about how we manage personalized portfolios, reach out to [email protected].