The fund underperformed its benchmark, the Bloomberg Municipal 1-15 Year Blend Index, for the three-month period that ended September 30, 2025. The rate environment reinforces the case for municipal ...

What Are Tax-Exempt Investments? Tax-exempt investments are financial instruments that generate income or returns that are not subject to federal, state, or local taxes. These types of investments are ...

The alternative minimum tax: It isn't just for rich folks anymore. Originally established in 1969 to close loopholes that allowed 155 wealthy Americans to escape income taxes the previous year, the ...

With yields still elevated and credit fundamentals remaining strong, municipal bonds are offering renewed flexibility for ...

What Is Tax Planning for Investments? Tax planning for investments refers to the process of structuring one's investments in a way that maximizes tax benefits and minimizes tax liabilities. The goal ...