An Absolute Must Have in Your Portfolio | Dave Plecha | AWM Insights Financial & Investment News

An Absolute Must Have in Your Portfolio

AWM Insights

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Guest: Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors

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The importance of folding Municipal Bonds into your portfolio has been a common discussion on AWM Insights, this week Dave Plecha, the Global Head of Fixed Income at Dimensional Fund Advisors, joins the show to provide expert analysis on Municipal Bonds to further the discussion. There’s a tremendous opportunity based on the cash flow available and tax free nature of Municipal Bonds.

1:27 - 3:20

Where do Municipal Bonds fit for Dave Plecha in a broadly diversified portfolio? 

Stocks are the area to grow your portfolio, however the second component of a portfolio should be in minimizing risk. Municipal Bonds satisfy both in terms of growth, but also minimizes risk and is extremely helpful in terms of taxes. 

3:25 - 6:10

Why are not all Municipal Bonds created equal?  There are two types of Municipal Bonds: Term and Credit

 6:20 

What are the differences between Municipal Bonds between states and what are the taxable implications on income made from Municipal Bonds. 

Key takeaway: 

There’s a tremendous opportunity based on the cash flow available off of Municipal Bonds.

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