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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.
Source | easywealth.fun