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You are here: Home / Archives for municipal bonds

251 Plus: Trade War Impact, Monetary Value, and High Yield Munis

May 11, 2019 by David Stein · Updated April 29, 2021

In Plus episode 251 for the week of May 11, 2019, we look at the economic implications for the U.S. and China related to the escalation of the trade war with the imposition of higher tariffs. We take a closer look at what it means that money has value because federal governments demand taxes be paid in a designated currency. Finally, we look at the expected return and risk of high yield municipal bonds. … [Read more...]

Filed Under: Uncategorized Tagged With: high yield munis, HYMB, money demand, municipal bonds, trade war

241 Plus: February 2019 Mid Month Update, Munis and AMT, and a New DoubleLine Fund

February 23, 2019 by David Stein · Updated April 29, 2021

In Plus episode 241 for the week of February 23, 2019 we provide an update on investment conditions including high yield spreads, Flash PMIs and Federal Reserve minutes. We explore under what circumstances are municipal bonds and bond funds subject to U.S. alternative minimum tax and how to determine the potential AMT exposure of a muni fund. We also look at whether investing in longer term or shorter term municipal bond funds is more compelling. Finally, a analyze the new portable alpha … [Read more...]

Filed Under: Uncategorized Tagged With: AMT, DBRIX, MMT, modern monetary theory, municipal bonds, portable alpha

232 Plus: December 2018 Portfolio Review and Taxable Municipals

December 8, 2018 by David Stein · Updated April 29, 2021

This week December 8, 2018, is our monthly review of David's portfolio and the model portfolios. We also explore taxable municipal bonds and how they differ from investment grade corporate bonds. … [Read more...]

Filed Under: Uncategorized Tagged With: model portfolios, municipal bonds, taxable municipals

MNY131 Plus: Investing In Life Settlements, Muni Bonds and ETFs

November 5, 2016 by David Stein · Updated April 29, 2021

This week November 5, 2016 on Money For the Rest of Us Plus we look at how one should evaluate investing in a life settlement fund. We answer a member's question on investing in closed end municipal bond funds. Finally, we compare investing in index mutual funds versus ETFs and the advantages and disadvantages of each investment vehicle. … [Read more...]

Filed Under: Uncategorized Tagged With: ETFs, index funds, life settlements, municipal bonds

MNY126 Plus: High Yield Munis, Sector REITs and Roth 401k’s

October 1, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we answer questions from members on investing in high yield municipal bond funds and ETFs, worries about a bubble, a substitute holding for the DoubleLine Total Return Bond Fund and investing in sector specific real estate investment trust funds and ETFs. … [Read more...]

Filed Under: Money Plus Tagged With: high yield munis, municipal bonds, REITs, Roth 401k, sectors

MNY119 Plus: Municipal Bonds, RoboAdvisors and Market Losses

August 13, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we look at the different recommendations a member received from three roboadvisors and how they compare to the Hub's model portfolios. We also look at how long it takes various asset classes to get back to even after they suffer a maximum drawdown. Finally, we explore how to evaluate municipal bonds on a tax equivalent yield basis. The episode length is 20 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: municipal bonds, roboadvisors

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