Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject ...
The Insurance Agency segment provides insurance coverage to businesses and individuals. The Municipal Banking segment refers to the New York state chartered limited-purpose commercial bank for local municipalities. The company was founded in 1870 and is headquartered in Seneca Falls, NY....
municipal Strategy The investment seeks a high level of current income exempt from regular federal, New York state and New York City income taxes; preservation of capital is the secondary objective. The fund seeks to achieve its objectives by primarily investing in municipal bonds issued by the st...
Corporate BondsFootnote3 Financial PlanningFootnote4 Municipal BondsFootnote5 Professional Portfolio ManagementFootnote6 Securities Agent: CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, CA, CT, AZ; ...
Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families 1Morgan Stanley Wealth Management, December, 2023 Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Ad...
Fair value of the Bank's investment securities totaled $24.62 million as of September 30, 2021, including $24.61 million classified as available for sale and $0.002 million classified as held to maturity. It invests primarily in general obligation municipal bonds and debt securities issued by the...
local infrastructure. Heatwaves increase the risk of heat-related illness and exacerbate existing health conditions, especially among vulnerable populations like those over 65. These vulnerabilities increase the cost of infrastructure maintenance, emergency management, first responders, and other municipal ...