Buy New Issue Bonds
We manage assets for individuals and families, providing investment management, and financial planning services.
Why Buy Tax-Advantaged Bonds?
Potential Advantages of Fixed Income Investing
Earn Higher After-Tax Yields
Depending on your state and federal income tax bracket, a municipal bond may provide higher yields than Treasuries, Corporates, CD’s or other fixed income investments. Check Tax Equivalent Yields here
Bond prices may rise and fall but you can generally rely on receiving the full principal amount back when your investment matures.
Diversity Your Portfolio
Minimize your risk exposure. Generally, as you get older, you should increase your bond holdings.
Supplement your income or plan for retirement with semi-annual interest earnings.
Manage Interest Rate Risk
Build a ladder by staggering investment maturities to experience less exposure to interest rate volatility.
Minimum Account Size
(Cash not included)