Municipal Bonds & Fixed Income Investments
Early in my career, I specialized in municipal bonds and taxable bonds. I sold and traded bonds to many different clients such as individual investors, banks, insurance companies, mutual funds, municipalities, etc. Knowledge is a big help in evaluating the elements that contribute to the management of your bond / fixed income portfolio. No bond / fixed income investment (credit) is the same. Details matter. Know what you own!
I will evaluate and give you my perspective on your portfolio and market condition affecting your holdings. Whether you have an existing bond / fixed income portfolio or you are looking to create one, contact me for a no-obligation review.