When we speak with advisors and investors, we often learn they invest in municipal bond mutual funds and ETF’s. No wonder people think municipal bonds have unattractive yields.

Mutual funds and ETF’s as vehicles to invest in municipal bonds does not calculate in our minds. Why would investors and advisors give up yield and income benefits provided by individual bond portfolios?

The most likely reason is advisors do not have the time or enough familiarity with municipal bonds. Clients shouldn’t sacrifice their returns and wealth accumulation possibilities (nor should they take extra risk by reaching for yield and income). A moderate duration exempt municipal bond portfolio can provide compelling yield and income with a stellar track-record of preserving capital.

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