Munis on the Rise: Better State Finances and High Yields Offer a Bond Market Win
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Munis on the Rise: Better State Finances and High Yields Offer a Bond Market Win
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
Tax Uncertainty and Fixed Income: Why Municipal Bonds Could Be the Big Winner
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
Tax Uncertainty and Fixed Income: Why Municipal Bonds Could Be the Big Winner
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
Investing in Aging: Senior Living Bonds as a High-Risk, High-Reward Strategy
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
Investing in Aging: Senior Living Bonds as a High-Risk, High-Reward Strategy
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
Double Your Advantage: Higher Returns and Lower Risks with High-Yield Munis
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
Double Your Advantage: Higher Returns and Lower Risks with High-Yield Munis
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
Unlocking Equity-Like Returns with Municipal Bonds
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
Unlocking Equity-Like Returns with Municipal Bonds
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
Riding the Waves: Five Trends Shaping Municipal Bond Markets in 2024
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
Riding the Waves: Five Trends Shaping Municipal Bond Markets in 2024
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
A Compliment to Corporate Bonds: Maximizing Returns and Diversification with Municipal Bonds
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
A Compliment to Corporate Bonds: Maximizing Returns and Diversification with Municipal Bonds
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
Beyond the Safety Net: Understanding the Hidden Risks of General Obligation Municipal Bonds
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
Beyond the Safety Net: Understanding the Hidden Risks of General Obligation Municipal Bonds
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
Dismantling Misconceptions: The Stability of High Yield Municipal Bonds
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
Dismantling Misconceptions: The Stability of High Yield Municipal Bonds
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
Unpacking the Muni Bond Rollercoaster: Lessons from 2023 and 2024
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Unpacking the Muni Bond Rollercoaster: Lessons from 2023 and 2024
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Municipal Bonds Unmasked: Separating Fact From Fiction With Goldman Sachs
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Municipal Bonds Unmasked: Separating Fact From Fiction With Goldman Sachs
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Municipal Bond Upgrades: Balancing Perceived Risks With Real Opportunities
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
Municipal Bond Upgrades: Balancing Perceived Risks With Real Opportunities
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
Cash Alternatives: How Short-Term Munis Provide Safety, Liquidity, and Tax Benefits
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
Cash Alternatives: How Short-Term Munis Provide Safety, Liquidity, and Tax Benefits
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
Bitcoin ETFs’ Breakthrough: SEC's Nod Signals a New Era for Cryptocurrency Investment
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
Bitcoin ETFs’ Breakthrough: SEC's Nod Signals a New Era for Cryptocurrency Investment
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
Bonding With Active: Vanguard's Strategic Leap Into Fixed Income ETFs
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
Bonding With Active: Vanguard's Strategic Leap Into Fixed Income ETFs
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
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