Stevens Wealth Management CEO Sue Stevens is optimizing diversification among muni , corporate, and Treasury bonds , as well as individual bonds and bond funds.
New products introduced over the last week include an arrangement between Schwab and PiperJaffray to provide investors greater access to the latter’s new munibonds ; more.
Charles Schwab announced Monday that it has joined with PiperJaffray to provide clients access to PiperJaffray's new issue municipal bonds through Schwab's BondSource Platform.
Lipper has revised its weekly municipal bond fund flows lower for the week ending Nov. 21 after an error with Goldman Sachs led the company to report higher flows.