Tax-Loss Considerations for Municipal Bond Strategies
January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage allows clients to take advantage of tax-loss selling as each client owns their securities in a separately managed account. While this can be an added benefit, clients and advisors should be aware of several important factors.
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Podcasts
Outlook for Bond Investors: Improving Return Profile with Moderating Inflation
In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael. . . .
Fixed Income
Fixed Income Perspectives — January 2023
January 10, 2023 -- In this presentation, Sage answers the 4 big questions . . .
Municipal Fixed Income
‘Tis the Season . . . for a Muni Rally in January
January 3, 2023 -- The “January Effect” will provide a supportive technical backdrop as investors look to rebalance asset allocations, including their municipal holdings.