Ben Mohr, CFA
Director of Fixed Income
Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis even in the wake of the Tax Cuts and Jobs Act that went into effect in 2018 and the spread-widening that we experienced in the credit markets during the fourth quarter of 2018. This research brief compares the current state of municipal bonds versus taxable bonds, including:
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
As mentioned in last week’s chart, the number of Americans filing for unemployment over the past few…
With March officially in the books, the following is a brief summary of what has transpired in the capital markets…
This week’s chart examines forward-looking returns for private real estate based on historical spreads to the 10-Year Treasury Yield and…
In the early hours of March 25th, the Senate and the Trump administration reached a deal on the $2 trillion…
This special second edition Chart of the Week shows weekly initial jobless claims going back to 2007. Last week’s number…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >