Moving money to munis?
About this Episode
With the Biden Administration aiming to raise taxes, many investors are turning to municipal bonds as a solution. Compared to recent extreme moves in equity markets, the muni market has been downright calm in comparison. Burton Mulford, CFA, Portfolio Manager and trader for Eagle Asset Management's tax-advantaged Fixed Income portfolios, joins Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to discuss how tax code changes – and potential inflation – may affect muni opportunities.
About our Guests
Burton Mulford directs a team of credit analysts and researchers whose sole focus is tax-sensitive assets. He earned an M.B.A. with highest distinction from the University of Southern California, is a member of Tampa Bay Society of Financial Analysts and is a CFA charterholder. He joined Eagle in 1999. Description: Higher tax talk makes investors remember municipal bonds