Buy New Issue Bonds
Select your own individual bonds for your portfolio. Get timely notifications and pre-sale priority treatment for new issues that fit your investment criteria. Build a bond ladder with individual bonds to earn steady interest income.
Free Bond Monitoring
To facilitate “buy and hold” strategies, we provide services to hold your bonds in one place with the highest level of account protection available. At your option, we will send you instant notifications of any credit rating changes, material disclosure events, and attractive reinvestment opportunities.
Retirement Planning
A thoughtful reinvestment schedule is a great retirement tool. Find new bond issues that meet your investment criteria so that you can use the multiple maturities to build (or remodel) a personalized bond ladder to maximize your future cash flow, staggering income streams.
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
Preserve Wealth
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.
Generate Income
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.
Pricing Details
$25,000
Minimum Account Size
0.25%
Annual Fee
$199
1X Only Set Up Fee
Resources
Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were generating steady returns. But ever since tax reform, 2019 has brought an unusually large stampede of investors into the $3.8 Trillion market for state and local governments for one simple reason: to pay less in taxes.
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important: A diversified portfolio helps minimize risk. Stocks can be a risky investment at any time, but with a diversified portfolio, you can help minimize the risk by spreading that...
Is your investment portfolio not generating enough steady income for your retirement? Investing in U.S. Municipal Bonds may be the key to a better performing portfolio.