Specializing in the Municipal Bond Market

Among the broad array of products and services offered through Stifel, I specialize in providing municipal bonds to my clients who are interested in tax-advantaged investing. 

Many of my clients are attracted to municipal bonds because they are exempt from federal income tax, and in many cases, state and local taxes as well. 

I pride myself on continually monitoring these bonds for changes in their issuers’ financial condition, credit rating, trade frequency, as well as the bonds’ interest rate movement. 

 

 

Income from particular municipal bond issues may or may not be subject to state and alternative minimum taxes.  Capital gains tax may apply if sold prior to maturity.  When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.