Sponsored by New York Life Investments
With taxes top of mind, now is an ideal time to speak with clients about the importance of building tax-efficient portfolios. Our premier municipal bond managers put forth blended allocations each quarter, designed to inform advisors and clients how to allocate municipal investments, providing a framework that incorporates the related concepts of investor objectives and relative risk. With a national version, as well as versions appropriate for California and New York residents, this guide can be used as a starting point in your conversations with clients about tax-efficient portfolios.
Download the Municipal Bond Asset Allocation Guide today from MacKay Municipal Managers. The minds behind munis.