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 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
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