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Municipal Bond Asset Allocation Guides

Sponsored by New York Life Investments

With taxes top of mind, now is an ideal time to speak with clients about the importance of building tax-efficient portfolios. Our premier municipal bond managers put forth blended allocations each quarter, designed to inform advisors and clients how to allocate municipal investments, providing a framework that incorporates the related concepts of investor objectives and relative risk. With a national version, as well as versions appropriate for California and New York residents, this guide can be used as a starting point in you conversations with cellist about tax-efficient portfolios.

Download the Municipal Bond Asset Allocation Guide today frm MacKay Municpal Managers. The minds behind the munis. 

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Source | easywealth.fun

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