PZA's portfolio of long-term municipal bonds have very low default risk, but the tax-free advantage benefits high-bracket investors most.

High-bracket retirees face a math problem that taxable bond funds cannot solve: every dollar of interest income gets taxed at ...

Vanguard Intermediate-Term Tax-Exempt VWIUX combines experienced leadership with a disciplined approach that stands out and delivers consistently strong results versus muni-national intermediate ...

The investment seeks the highest level of current income exempt from federal and New York State and city income taxes as is consistent with the preservation of capital. The fund will invest, under ...

Muni yields ticked down Thursday as U.S. Treasuries saw gains and equities ended mixed. The two-year muni-UST ratio Thursday was at 59%, the five-year at 59%, the 10-year at 63% and the 30-year at 90% ...

Municipal bonds struggled in the first half of 2025, especially at the long end of the yield curve, before staging a strong rebound in the second half. iShares National Muni Bond ETF MUB has added 2.6 ...

A physician in California earning $500,000 a year hands roughly half of every dollar of taxable investment income to the government. That math is quietly pushing high-earning professionals toward ...

The Hartford Sustainable Municipal Bond Fund (I share) outperformed the Bloomberg Municipal Bond Index during the period.

Large caps look overvalued at 20.8x P/E, while small/mid caps sit at 16x, and munis shine for tax-free income—get the ...

Under normal market conditions, the fund invests at least 80% of its net assets, plus amounts borrowed for investment purposes, in municipal bonds of any maturity. It primarily invests in bonds that ...

Munis were firmer on the front end and belly of the curve Wednesday, as U.S. Treasuries were narrowly mixed and equities ended mixed. Processing Content The two-year muni-UST ratio Wednesday was at 60 ...

A hospital in Hagerstown, Maryland, sold more than $260 million of tax-exempt bonds on Wednesday without a debt service reserve fund, a standard backup for such offerings. Two weeks earlier, ...