The weather is turning beautiful, and it can be a distraction. So to start your week, here’s a quick checklist to be sure that you are ready for your client and prospects conversations:
Summer Redemeption Season: $100 billion in maturing and called munis could create a headache for advisors and clients–or it could create an opportunity. This article explains what’s going to be happening in the next couple of months.
Munis: Using Muni ETFs to Complement a Portfolio of Bonds. “Hey! You got peanut butter on my chocolate!” Did you ever see the commercial for Reese’s Peanut Butter Cups, for people who didn’t realize that peanut butter could go with chocolate? Today, many advisors and investors don’t realize that they can combine ETFs with a portfolio of munis. Read my guest post at the Van Eck Muni Nation blog for ideas about how to complement an existing portfolio.
The Guide to How To Pick The Right Muni Bond ETF. What are the three “don’ts” you need to be aware of? Do you know how selecting a muni ETF is different from selecting an individual municipal bond? Or how it is different from selecting an equity ETF? More importantly, can you explain the differences to a client or prospect? Do youself a favor and read this for some insight about how to to evaluate duration, dividends, yield to maturity, taxable equivalent yield and credit risk when selecting a muni ETF.
Finally, sorry for repeating myself, but have you printed this out and hung it next to your computer?
If all his isn’t enough to help you, check my “About” page to learn how else I may be able to help you.
Have a great week,