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Wealthy retirees have a special loophole with a high yield municipal bond ETF
Quick Read JMUB’s 3.5% tax-free yield equals 5.1% taxable for retirees in the 32% bracket. The fund outperformed passive ...
If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset ...
The Franklin Dynamic Municipal Bond ETF is an active muni bond ETF, focused on investment-grade munis, with a tax-advantaged ...
Investors can buy individual municipal bonds or municipal bond mutual funds and exchange-traded funds. Some living in states with high tax rates, like New York and California, can avoid taxes by ...
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Municipal Bond
What Is a Municipal Bond? A municipal bond, sometimes called a muni bond, is a type of debt security issued by a state, city, or local government entity. These bonds are used to finance various public ...
When I last wrote about municipal bonds, they were experiencing a bit of a rough patch. In the first half of 2025, the Morningstar US Municipal Bond Index logged a slightly negative total return. It ...
Investors poured the most cash into municipal-bond funds earlier this month since at least 2007, according to CreditSights Inc. That’s as they chased a rally in state and local government debt — ...
Despite volatility, muni markets finished strong in 2025, and we are optimistic for a repeat in 2026. Read more here.
Rockefeller Asset Management (“Rockefeller”), the asset management division of Rockefeller Capital Management, celebrates the one-year anniversary of its municipal bond ETFs: Rockefeller Opportunistic ...
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