This time of year is typically peak season for municipal bond reinvestment; in fact, between June and August, nearly $145 billion of principal and coupon payments should be returned to muni investors. But this year, issuers are flush with cash and not issuing new bonds. At the same time, the prospect of higher taxes has increased demand for munis just as the supply is dwindling. Improving credit fundamental and fiscal stimulus have bolstered prospects for munis. This makes it challenging for individual municipal bond investors to find attractive opportunities.
This webcast provides an overview of the current muni landscape and suggested ideas to help advisors and their clients maintain their tax-exempt income stream. Topics covered include:
- An overview of the current municipal bond market environment
- How to manage potential income volatility in this new rate regime
- How financial advisors can diversify their muni portfolios
- How to put cash to work when new bond issues are slowing
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Jay McAndrew
Vice President, National Sales Manager
Columbia Threadneedle Investments
Douglas Rangel, CFA
Vice President, Fixed Income Client Portfolio Management
Columbia Threadneedle Investments
David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
