A Tax Boost for Your Portfolio | AWM Insights | Financial and Investment News

 AWM Insights Presented by AWM Capital A Tax Boost for your PortfolioGuest: Alan Trice, Head of Advisory Services, Gurtin Municipal Bond Management. Making money off your investment portfolio is only a part of the puzzle, what are your portfolio's tax implications? It's paramount to ensure you fold a tax plan along with investment strategies into your portfolio. On this front, municipal bonds is a fixed investment that will also help your tax strategy. On this week's episode you'll learn the ins and outs of the muni bond industry For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn    00:18 “It doesn’t matter how much you make it’s about how much you keep.”  What matters most to your portfolio is not your gross, it’s your net. 1:07 How important is tax planning when it comes to your portfolio? Here’s an example of what Californians are paying at tax time.  2:45 Fixed income in general fits into a portfolio for two purposes:  1- To provide steady and consistent income  2- Balance in a portfolio: it’s there for safety and diversification 3:36 Municipal Bonds are extremely tax efficient: almost all munis are completely exempt from the federal income tax rate. 5:33 What’s unique about municipal bonds compared to equities and other fixed income markets? 6:26 80% of the municipal bond market is in the retail space. 7:58  Munis are really part of a highly diverse market, only around 30% of the municipal  market is general obligation debt. 10:15 Average Joe’s vs. the Pros: What’s the advice in getting in the municipal bond market “This is a pretty misunderstood market. Generally would not recommend individual investors invested directly on their own in this market.”    Register for the free webinar on how to optimize your portfolio in the most tax efficient way: AWMWebinar.com For more insights, sign up for our newsletter at awminsights.com Subscribe to AWM Insights presented by AWM Capital on Apple, Spotify, Tune-In, Stitcher or at clnsmedia.com