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Aims to provide ongoing income that is not subject to federal income tax.
Is TAXF's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The muni bond picture continues to offer major opportunities for investors, with muni yields becoming more attractive. Absolute and tax-equivalent yields have reached multi-decade highs, drawing retail and other investors into the market.
Midterm elections are increasingly taking over the headlines, and that includes coverage of markets. While inflation, rates, and geopolitics probably have more outright impact on portfolios, investors and market watchers still look to midterm elections as a major event.
The yield on the 30-year hit a multi-decade high this week, spiking amid continued fiscal and monetary concerns. The 30-year hitting 5.45%, its highest mark since 2004, comes amid an already busy year for bonds.
Last minute shopping, cold weather — tax loss harvesting? Many investors and advisors are used to harvesting losses from their investments in the holiday season.
In more sanguine times, advisors and investors turn to bonds for portfolio diversification, income — and hopefully — some volatility reduction. However, things aren't always easy in the fixed income market, and the current environment proves as much.