Municipal bonds stand out for their tax advantages, stability, and resilience, offering a unique appeal to income-focused investors. These bonds provide tax-exempt income and lower risk compared to other fixed-income options, making them a reliable choice during economic downturns. Evolving market dynamics and policy uncertainties emphasize the need for active management to navigate this fragmented landscape and uncover hidden value.
With tax-free yields at their highest levels in decades, Jason Appleson highlights why this is the perfect moment to consider how municipal bonds can strengthen your portfolio, offering both stability and enhanced tax-adjusted returns.
Investing involves risks. Some investments are riskier than others. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost. Investors cannot invest directly into an index. Fixed income investments are subject to credit, market, and interest rate risks, and their value will decline as interest rates rise. Investing in municipal bonds involves credit and market risks.
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