Description
Fixed Income trading experts will discuss how taxable and municipal bonds can provide clients with an effective portfolio by employing current trading techniques with a focus on making sense of today’s market. Participants will learn and how to strategically use municipal bonds in client portfolios used to create tax advantaged income. The taxable and municipal traders will share what is working for investors based on their investment parameters within the scope of the current market. This webinar provides the advisors with an opportunity to see how a trader analyzes a bond and where they see value on the curve.
Learning Objectives
Advisors will have a greater understanding of both the new issue and secondary bond markets and how to strategically use municipal bonds in client portfolios used to create tax advantaged income. They will have the tools to understand what bonds are most appropriate for different client/family accounts. They will gain perspective of bond pricing, evaluation and better be able to offer a customized approach for their clients Fixed Income piece of their invetment portfolios.