Mon, 26 Nov 2012
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Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable- bond fund, yield risks and other key focus points, and some of her muni -fund recommendations.
Stevens Wealth Management CEO Sue Stevens is optimizing diversification among muni , corporate, and Treasury bonds , as well as individual bonds and bond funds.
Muni - bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
Munis have somewhat recovered so far this year, but investors need to mind all of the rate, credit, and valuation risks inherent in muni bonds and funds.
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