Global Wealth Advisors
Financial Planning and Wealth Management
With interest rates so low, how can you strategically use municipal bonds in your portfolio? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy and Alliance Bernstein Assistant Vice President Jason Mertz take a look at the fixed income and bond market. Together, they examine how it works and the current environment and strategies you can use, especially if you are a high-income earner.
Guest Bio: Jason Mertz
Jason Mertz is an Assistant Vice President and Fixed Income Product Manager with Alliance Bernstein, a global asset manager. His focus with Alliance Bernstein is on fixed income and municipal bonds. Jason has six years of experience in the financial services industry and holds a BA from Muhlenberg College.
Bond Market: Find it Fast
4:10 What are municipal bonds
5:27 Essential purpose revenue bonds
7:46 Possible risks
9:52 Corporate bonds
13:50 How bonds work
15:31 Current environment with taxes and interest rate movement
17:35 What can we expect?
18:58 Impact of COVID-19 on municipalities
21:14 Forecasts for the rest of 2021
24:41 Benefits and strategies
Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.
