Do you know the six biggest
MUNI BOND BUYING MISTAKES?
Download our free resource below to learn more
Thank you for taking a moment to visit us from the Jewish Rhode Island magazine to get your free guide to avoid the most common municipal bond mistakes.
As a member of the local community, I look forward to helping you develop your understanding of the municipal bond market and am a resource to help you along the way.
– Greg Lavine, CFA
The Six Biggest Mistakes and How to Avoid Them
A resource guide for people interested in owning municipal securities in their portfolios
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Meet The Author
Greg Lavine, CFA
Greg has deep experience in municipal bond portfolio management and wealth management.
He manages national and state-specific municipal bond portfolios with short to long duration horizons.
Prior to M&C, Greg managed bond portfolios for a large wealth manager and ran their $450 million wealth management team in New York.