Fidelity’s municipal-bond funds are worthy of note.
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.
Featuring solid muni funds and index equity offerings, these portfolios are appropriate for investors' taxable accounts.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
This portfolio balances capital preservation with growth potential.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
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.