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.
Charles Schwab announced Monday that it has joined with Piper Jaffray to provide clients access to Piper Jaffray's new issue municipal bonds through Schwab's BondSource Platform.
Investors, still high on the muni market, continue to allocate money to municipal bond mutual funds, to the tune of $545 million.
Municipal bond mutual funds recorded their fifth straight week of inflows, and their 62nd week of positive flows in the past 66 weeks.
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.
New products introduced over the last week include an arrangement between Schwab and Piper Jaffray to provide investors greater access to the latter’s new muni bonds; more.
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