Beyond Munis — New ETFs for Tax-Efficient Bond Investing
Falha ao colocar no Carrinho.
Falha ao adicionar à Lista de Desejos.
Falha ao remover da Lista de Desejos
Falha ao adicionar à Biblioteca
Falha ao seguir podcast
Falha ao parar de seguir podcast
Beyond Munis — New ETFs for Tax-Efficient Bond Investing
-
Narrado por:
-
De:
Sobre este título
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.
We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.
Sponsors
Claude.ai - Sign up for Claude today and get 50% off Claude Pro
Delete Me – Use code David20 to get 20% off
Investments Mentioned
Vanguard Tax-Exempt Bond ETF (VTEB)
iShares 7-10 Year Treasury Bond ETF (IEF)
JPMorgan Ultra-Short Municipal Income ETF (JMST)
Alpha Architect 1-3 Month Box ETF (BOXX)
F/m Compoundr U.S. Aggregate Bond ETF (CPAG)
F/m Compoundr High Yield ETF (CPHY)
NEOS Enhanced Income Aggregate Bond ETF (BNDI)
NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)
Show Notes
US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity
Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein
470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us
Cboe:BOXX | Investment case—alpha architect
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.