Purchasinggovernment bondssuch as Treasuries (U.S.) or Canada Savings Bonds (Canada) works slightly differently than buying corporate or municipal bonds. Many financial institutions provide services to their clients that allow them to purchase government bonds through their regular investment accounts. If...
Also addressed is why a potential buyer of the bonds would be interested in this service and, additionally, what operational highlights an analyst needs to look at in terms of comparing the various municipal bond insurers. It is discussed that to better understand how municipal bond insurance ...
Municipal Bonds:Issued by states and municipalities. Somemunicipal bondsoffer tax-free coupon income for investors. Government Bonds:Bonds issued by the U.S. Treasury with a year or less to maturity are called “Bills,” bonds issued with one–10 years to maturity are called “notes,” andgov...
municipal bondrefunded bondSummary This chapter provides the analytical framework for determining the structure and credit quality of municipal bonds that have been refunded. Refunded bonds are discussed in terms of: the general structure of an escrow fund, the reasons why bond issuers refund their ...
You’ll need to consider what asset class you want to buy into (stocks? municipal bonds? real estate?). Then you’ll need to decide what yield you want (is 6% enough? Want 7%? 9%?). You’ll ideally want to choose a fund that is well managedandtrades at a big discount. Here too...
As FINRA states, "The [Series 7] exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direc...
For example, investors in high tax brackets may benefit by extending durations slightly longer and including an allocation to high-yield municipal bonds as a way to supplement their investment grade municipal bond portfolio. Some non-taxable investors should consider diversifying into structured credits,...
add up your non-taxable income such as Roth IRA distributions, tax-exempt interest from municipal bonds, veterans’ benefits, the non-taxable portion of Social Security and pension or annuity payments and other such payments. Generally, the higher your income, the more you paid out in sales ta...
In both cases, there are limits to how much you can deposit, and money may be forfeited if not used by the end of the year. Invest in Municipal Bonds Municipal bonds are debt securities issued by state and local governments or government agencies to finance public projects such as infrastruc...
Treasury, and municipal bonds issued by state and local governments. Each of these has a different risk profile, which is reflected in the size of the interest payments it provides. For example, U.S. corporate bonds tend to have a higher coupon rate than Treasury bonds because the chance ...