A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
The Exchange
00:00
The Tax Advantage Opportunity for Municipal Bonds
Jeff Johnson: SMA's have really become almost a trillion dollars in assets in a four trillion dollar market. He says with an SMA, we're managing that individual or household portfolio. The funds are not commingled with a mutual fund or an ETF,. So there's a lot more control. And you can look at your portfolio every day, see exactly what's in it. Do you get scared about what the Fed could do for the rest of the year? I don't at all because it's pretty assured they're going 25 basis points next week, put you in the $5.2550 Fed funds range. That's priced into the municipal market.
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