The Municipal Bond Portfolio Planning Kit

For over 50 years in the municipal bond business we have been convinced that buying bonds that best suit your investment goals is the most important thing to know. That’s the only way professional buyers invest so we created the “Municipal Bond Portfolio Planning Kit” to show you how and why to establish your investment goals and buy the bonds that suit them.

Open PDF: the_ municipal_bond_portfolio_Planning_kit v2.pdf
How to Tell if Bond Funds are Right for You or Not

All too often people who have successfully invested in stock funds assume that tax free bond funds would be right for them. But that might not be the right investment for you because tax free bond funds are totally different from stock funds. Fortunately there are two qualifying questions you can ask yourself to see if they are right for you.

Open PDF: How_to_Tell_if_Bond_Funds_are_Right_for_You_or_Not.pdf
How To Reduce Your Taxes By Trading Municipals

This article shows you how to create paper tax losses which can be deducted from capital gains and/orincome taxes. The term loss is a misnomer if there ever was one because it’s really a gain in the money you gain on April 15th. Take a look.

Open PDF: How_To_Reduce_Your_Taxes_By_Trading_Municipals_0.pdf
An Introduction to Municipal Bonds

The income from municipal bonds is tax free (unless otherwise indicated), and that is what initially attracts investors, and while ther's a lot more to municipals than that, this a good introduction.

Open PDF: An_Introduction_to_Municipal_Bond_(3).pdf
Municipals and the Volume Premium

The volume discount is one of the first and most elementary lessons we learn in business. But in the municipal bond market, you might be surprised to find that just the opposite is true. This article explains why.

Open PDF: Municipals and the Volume Premium.pdf
Calling the Calls on Municipal Bonds and How to Use Calls to Seek Higher Yields

Investors can get hurt by bond calls, particularly when they buy premium bonds without knowing all the calls in advance. But calls can also be used to try for higher yields.

Open PDF: Calling the Calls on Municipal Bonds_0.pdf
How to Sell Your Municipals at the Right Price

Back in the fifties and sixties, when the municipal bond market as we know it today was in its infancy, it was difficult to feel assured that you would get the best price for your bonds when you wanted to sell. This article shows you how to do so in this day and age.

Open PDF: how_to_sell your_municipals at_the_ right_price_newsletter.pdf
Bond Arithmetic & The Theory Behind It

This educational article explains a very complicated subject in easy to understand plain English.

Open PDF: Bond_Arithmetic_And_The_Theory_Behind_It.pdf
An Inside Look at the Rating Game

Often, comparing the ratings of municipal bonds can sometimes be misleading. The type of municipals ( source of revenue ) is often more important than the rating. This article explains why.

Open PDF: An_Inside_Look_at_the_Rating_Game_(3).pdf


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