In today’s episode, Dean Barber and special guest David Mitchell of AllianceBernstein examine the prospect of municipal bonds in 2024.

After two years of down returns in the bond market, it may seem like a place to stay away from, but Dean and David discuss how there maybe opportunity on the horizon.

Timestamps:
00:00 – Introduction
00:31 – What Is Up with Municipal Bonds?
03:22 – Changes to Purchasing Municipal Bonds
08:53 – Navigating Fees and Commissions
14:10 – Municipal Bonds and Tax Brackets
17:08 – SMAs vs ETFs
20:28 – What We Learned Today

How Do You Spell Relief?: https://www.alliancebernstein.com/con...

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Why When You Retire Matters:    • Why When You Retire Matters  
Safe Withdrawal Rates for Retirement:    • Safe Withdrawal Rates for Retirement  

David Mitchell Podcasts:
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   • The LongTerm Market Outlook | Ep. 85...  
   • Understanding Supercycles & Overvalue...  
   • Economic Cycles & Avoiding Emotional ...  

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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.