Muni Bonds: Tax Efficiency in an Election Year – MassMutual Investments – 5.10.24

Overview:
Title: Muni Bonds: Tax Efficiency in an Election Year
Date: Friday, May 10, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Get a timely and actionable overview of what is happening with municipal bonds and the markets. Are your clients concerned about tax planning and election outcomes as the year unfolds? What role can municipal bonds play in a tax-efficient portfolio? How active are financial advisors in tax-harvesting Muni bond portfolios?

With challenging supply in the muni market, limited access to inventory and growing demand, we will discuss the emphasized benefits to active management and the essential role that municipal bonds play in a tax-efficient portfolio.

Tune in to hear the Top 5 timely muni market insights from MassMutual and Clinton Investment Management:

  • Market and macro backdrop.
  • How tax policy may be affected by the presidential election.
  • Utilizing muni bonds to maximize tax efficiency.
  • Opportunities within muni credit to maximize tax-free income.
  • Benefits to active portfolio management.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Andrew Clinton Andrew Clinton CEO and Founder Clinton Investment Management

Andrew is CEO and Founder of Clinton Investment Management, LLC. He is responsible for municipal bond portfolio oversight and construction as well as investment strategy setting. Prior to founding CIM, Andrew began his career in 1993 building and managing UBS Global Asset Management’s* separately managed municipal investment capabilities. In his role as Senior PM with UBS, Andrew was responsible for the management and oversight of all separately managed municipal accounts and the SMAr*T Series M Fund. His assets under management totaled over $4.5 billion. His mandate included managing portfolios for high-net-worth, ultra-high-net-worth, and institutional clients. Andrew’s responsibilities included credit selection, buy/sell decisions, average weighted maturity selection, sector allocations, and security selection.

Mr. Clinton was a member of the firm’s Investment Strategy Committee. He is also a member of both the CFA Institute and the New York Society of Security Analysts. He earned a BS from Marist College with a concentration in finance and international trade management.

*UBS Global Asset Management® is a registered and protected trademark and is not affiliated with Clinton Investment Management, LLC.