Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.
Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound.
What made 2011 such a challenging year for municipal bonds? Citi’s George Friedlander will examine the causes and map out what’s in store for 2012 at the 65th CFA Institute Annual Conference.