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    Tag: financial advisors

    Municipal Bond Investing in a COVID-19 World

    As financial advisors work with their clients in building a portfolio of individual municipal securities or evaluate muni fund candidates, they will need to go beyond the normal bounds of credit analysis to discern an issuer’s ability to meet its obligations under the most extreme financial scenarios.

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    The Future of … Afforestation

    Even in times of division, where we seem to find so few areas of agreement, everyone loves trees. Which is why this one climate change remedy may find universal support, even among those who doubt that climate change represents a threat to our future.

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    Year-end Financial Planning Checklist

    With the calendar year-end fast approaching, it’s time for investment professionals to begin reminding clients of some important financial planning actions they may want to consider before the opportunities are lost.

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