Description
Experts will discuss the current fixed income market environment, define municipal bonds and explore the potential impact of providing highly effective tax awareness within an uncertain rate environment to clients using actively managed municipal bond strategies and best practices. Panelists will also touch on the possible opportunities and risks of leveraging actively managed municipal bonds into a potential tax-aware opportunity, the possible tools and resources to help advisors develop and implement a tax-aware portfolio within an uncertain rate environment using actively managed municipal bond strategies and potential strategies to diversify portfolios.
Learning Objectives
By the end of the session, attendees will understand an overview of the current fixed income market environment, the importance of potential actively managed municipal bond strategies when developing future portfolio strategies, the possible pros and cons of tax-awareness investing solutions with actively managed municipal bond strategies, an overview of different tax awareness tools and resources utilizing actively managed municipal bond strategies and potential strategies to diversify a portfolio.