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Investment

Fixed Income

Fixed Income Investments can offer a steady stream of income and less risk when compared to stocks. Latest analysis on these investments and the impact to your portfolio.

Highlights
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What’s Driving Demand for Muni Bond ETFs in 2021
Jun 07, 2021
More than a dozen municipal bond ETFs each gathered over $100 million of net inflows year to date, highlighting a diversity of popular offerings. The subcategory gathered $8.6 billion of new money and is on pace to exceed 2020’s flows.
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It's Always Tax-Loss Harvesting Season
May 10, 2021
Many investors implement a year-end tax-loss harvesting strategy with their municipal bond portfolio. Limiting loss harvesting to year-end, however, reduces its benefits. It may be time to implement a managed year-round tax-loss harvesting...
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