Enterprising Investor
Practical analysis for investment professionals
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municipal bonds


02 June 2021
Tax-Smart Management of Your Muni Portfolio
By Andrew Kalotay

Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.

22 April 2021
The True Value of Your Muni Portfolio
By Andrew Kalotay

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.



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