Featuring solid muni funds and index equity offerings, these portfolios are appropriate for investors' taxable accounts.
After a strong 2014, we're keeping an eye on interest rates and issuance, which could both creep higher and sting in 2015. Plus, two muni-fund picks worth a look today.
Fidelity’s municipal-bond funds are worthy of note.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Here's a way to pick up a bit of yield in your portfolio while keeping a lid on volatility and taxes.
Investors seeking tax-free bond income have several good options.
Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.
This portfolio balances capital preservation with growth potential.
This investment mix is designed to limit risk and keep the tax collector at bay.