The Hidden Tax Consequences of Owning Municipal Bonds

December 6, 2021 — While tax-exempt municipal bonds are often used as part of a tax-savings strategy, in some instances these bond proceeds can be included in an investor’s income tax calculation.

  • DATE: December 6, 2021
  • TYPE: PDF
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No, 60/40 is Not Dead

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The More Things Change, the More They Stay the Same

December 1, 2021 -- In "A Muni Minute," Sage explains why recent ratings upgrades for the State of Illinois maybe short-lived and provides an alternative municipal option.

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