How do you do munis?

by PL

When should municipal bond investors consider mutual funds instead of individual bonds?

How about muni bond ETFs?

And where do muni bond Closed End Funds fit in?

Or SMAs? Wrap accounts? Model portfolios?

Is it OK to mix and match?

How do you employ the range of municipal bond investment products? Have you ever wondered what your peers do? Here’s a chance to find out.

For an upcoming article, I will be addressing the above questions and more, but to help make the content as relevant as possible, I’d like to hear from you! Please take a minute or two to complete this survey about Municipal Bond Market Investment Preferences.

The more input, the better, so please forward this survey to your colleagues. If you would like to be notified when the article is published, you can subscribe at the bottom of the page. Hopefully, you’ll find that your two minute investment results in some valuable insight.