From 2008 onward, U.S. market returns have been strong and consistent, and 2021 was no different, with the S&P 500 returning a solid 29%.
Limited supply and high demand for high-yield municipal bonds may adversely impact an investor’s financial position. Plan now for potential client conversations about exposure to lower quality tax-exempt securities.
Here’s how the SECURE Act may impact your clients. Plan now for these conversations.